Dimensional US Eq MKT ETFDFUSETF
13F holders, Q3 2024 (September 30)611holders +18
30new positions
11sold out
3famous investors
$62.14avg. 13F price*
At the end of Q3 2024, 611 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 18 from Q2 2024. 30 opened new positions and 11 sold out. The largest holders were Prudential Financial Inc. ($544.5M), Focus Partners Wealth ($514.3M) and Index Fund Advisors, Inc. ($364.4M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Eq MKT ETF
- CUSIP
- 25434V401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $9.3M |
| Exits | 11 | $8.2M |
All 13F filers, Q2 2024 → Q3 2024: 21,823,606 shares bought and 2,479,299 shares sold, net +19,344,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 611 holders
| Prudential Financial Inc. | 0.77% | Add +48948.8% | 8,754,230 | $544.5M |
| Focus Partners Wealth | 1.64% | Add +12596.9% | 8,269,247 | $514.3M |
| Index Fund Advisors, Inc. | 19.32% | Reduce -1.0% | 5,859,313 | $364.4M |
| Plancorp, LLC | 12.60% | Reduce -1.6% | 4,963,934 | $308.8M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -0.6% | 4,119,516 | $256.2M |
| Creative Planning | 0.23% | Reduce -1.1% | 3,667,805 | $228.1M |
| Mercer Global Advisors Inc. | 0.50% | Reduce -3.4% | 3,504,693 | $215.8M |
| Sax Wealth Advisors, LLC | 17.83% | Add +3.5% | 3,215,281 | $200.0M |
| TCI Wealth Advisors, Inc. | 12.39% | Add +2.1% | 2,363,926 | $147.0M |
| LPL Financial LLC | 0.06% | Add +9.0% | 2,249,572 | $139.9M |
| Great Waters Wealth Management | 18.79% | Add +13.0% | 2,240,037 | $139.3M |
| Zhang Financial LLC | 8.22% | Add +11.6% | 2,094,026 | $130.2M |
| Root Financial Partners, LLC | 18.12% | Add +37.4% | 1,821,303 | $113.3M |
| Intelligence Driven Advisers, LLC | 15.70% | Add +0.0% | 1,765,457 | $109.8M |
| G2 Capital Management, LLC / Oh | 30.42% | Add +0.5% | 1,660,296 | $103.3M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +0.1% | 1,637,530 | $101.9M |
| Corient Private Wealth LP | 0.16% | Reduce -0.9% | 1,632,070 | $101.5M |
| Sequoia Financial Advisors, LLC | 1.03% | Reduce -3.1% | 1,542,942 | $96.0M |
| JFS Wealth Advisors, LLC | 5.85% | Reduce -1.2% | 1,404,656 | $87.4M |
| Focus Partners Advisor Solutions, LLC | 1.75% | Add +6.6% | 1,335,882 | $83.1M |
| Flagstone Financial Management | 27.42% | Add +1.7% | 1,314,993 | $81.8M |
| Cetera Investment Advisers | 0.18% | Add +15.5% | 1,293,763 | $80.5M |
| DiNuzzo Private Wealth, Inc. | 9.76% | Reduce -1.1% | 1,272,399 | $79.1M |
| Assetmark, Inc. | 0.23% | Add +1.5% | 1,267,774 | $78.9M |
| Private Capital Management LLC | 13.83% | Reduce -8.0% | 1,229,895 | $76.5M |
| Forum Financial Management, LP | 1.27% | Reduce -2.0% | 1,226,518 | $76.3M |
| Modera Wealth Management, LLC | 0.92% | Reduce -1.1% | 1,167,132 | $72.6M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +6.4% | 1,140,820 | $71.0M |
| Mariner, LLC | 0.13% | Add +3.4% | 1,134,149 | $70.5M |
| Foster Group, Inc. | 2.57% | Reduce -2.5% | 1,107,181 | $68.9M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -8.9% | 1,075,704 | $66.9M |
| Austin Asset Management Co Inc | 13.62% | Reduce -3.6% | 1,075,073 | $66.9M |
| JPMorgan Chase & Co. | 0.01% | Add +3.6% | 1,019,006 | $63.4M |
| Choreo, LLC | 0.93% | Reduce -0.6% | 1,027,277 | $63.2M |
| Royal Bank of Canada | 0.01% | Add +12.7% | 1,016,140 | $63.2M |
| Chicago Partners Investment Group LLC | 2.23% | Add +2.2% | 998,001 | $62.5M |
| Colony Family Offices, LLC | 18.83% | Add +1.5% | 975,320 | $60.7M |
| Evanson Asset Management, LLC | 4.22% | Add +0.8% | 961,693 | $59.8M |
| Truist Financial Corp. | 0.08% | Add +0.8% | 836,553 | $52.0M |
| Savant Capital, LLC | 0.42% | Add +17.4% | 821,637 | $51.1M |
| Heritage Wealth Management, Inc./Texas | 29.57% | Reduce -1.7% | 820,134 | $51.0M |
| 1900 Wealth Management LLC | 4.14% | Reduce -0.5% | 776,734 | $48.3M |
| RS Crum Inc. | 10.70% | Add +0.8% | 734,158 | $45.7M |
| Mason & Associates Inc | 11.05% | Add +21.3% | 711,872 | $44.3M |
| McLean Asset Management Corp | 13.03% | Add +1.3% | 695,873 | $43.2M |
| Willow Creek Wealth Management Inc. | 4.53% | Add +4.1% | 693,443 | $43.1M |
| PBMares Wealth Management LLC | 8.92% | Add +182.1% | 686,734 | $42.7M |
| Kestra Advisory Services, LLC | 0.23% | Reduce -5.0% | 658,576 | $41.0M |
| Apella Capital, LLC | 1.66% | Reduce -1.2% | 656,983 | $40.5M |
| Dynamic Advisor Solutions LLC | 1.21% | Reduce -0.4% | 650,121 | $40.4M |
| American Investment Services, Inc. | 6.64% | Reduce -1.7% | 639,554 | $39.8M |
| KM Capital Management Ltd. | 20.31% | Reduce -3.9% | 610,949 | $38.0M |
| Bank of America Corp. | 0.00% | Add +2.1% | 608,534 | $37.9M |
| Cerity Partners LLC | 0.08% | Add +3.2% | 607,878 | $37.8M |
| Wealthstream Advisors, Inc. | 6.71% | Reduce -3.9% | 593,332 | $36.9M |
| Asset Dedication, LLC | 2.45% | Add +18.7% | 584,033 | $36.3M |
| Quadcap Wealth Management, LLC | 5.52% | Add +46.6% | 567,356 | $35.3M |
| Heritage Investment Group, Inc. | 6.02% | Reduce -0.5% | 508,860 | $31.7M |
| HighTower Advisors, LLC | 0.05% | Add +0.1% | 508,721 | $31.6M |
| Equitable Holdings, Inc. | 0.30% | Reduce -0.5% | 505,331 | $31.4M |
| ARK & TLK Investments, LLC | 11.03% | Reduce -1.7% | 498,733 | $31.0M |
| Retirement Solution LLC | 7.50% | Add +0.9% | 494,726 | $30.8M |
| Disciplined Equity Management, Inc. | 19.16% | Reduce -1.5% | 488,023 | $30.4M |
| Dixon Fnancial Services, Inc. | 15.58% | Reduce -0.9% | 471,722 | $29.3M |
| Hurlow Wealth Management Group, Inc. | 9.10% | Add +2.6% | 469,049 | $29.2M |
| Pine Harbor Wealth Management, LLC | 13.27% | Add +0.5% | 428,763 | $26.7M |
| TCP Asset Management, LLC | 6.05% | Add +1.4% | 422,087 | $26.3M |
| Jackson Thornton Wealth Management, LLC | 3.38% | Add +2.7% | 411,472 | $25.6M |
| MML Investors Services, LLC | 0.09% | Add +4.6% | 391,308 | $24.3M |
| Crown Wealth Group, LLC | 10.54% | Add +3.5% | 389,729 | $24.2M |
| Strategic Investment Solutions, Inc. | 7.05% | Add +1.9% | 377,971 | $23.5M |
| Parkwoods Wealth Partners, LLC | 19.32% | — | 377,525 | $23.5M |
| Cardiff Park Advisors, LLC | 2.06% | Add +1.1% | 366,872 | $22.8M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +0.6% | 340,455 | $21.2M |
| Freedom Investment Management, Inc. | 1.58% | Add +181.7% | 319,861 | $19.9M |
| Sowell Financial Services LLC | 0.92% | Add +0.6% | 317,313 | $19.7M |
| SC&H Financial Advisors, Inc. | 4.27% | Add +12.0% | 314,485 | $19.6M |
| Security Financial Services, INC. | 3.89% | Reduce -1.6% | 307,282 | $19.1M |
| Private Advisor Group, LLC | 0.12% | Add +6.4% | 307,169 | $19.1M |
| Adero Partners, LLC | 1.16% | No change | 280,530 | $17.4M |
| Ruedi Wealth Management, Inc. | 5.85% | Add +1.0% | 274,074 | $17.0M |
| Keb Asset Management, LLC | 4.97% | Add +3.9% | 265,398 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +9.3% | 263,518 | $16.4M |
| CarsonAllaria Wealth Management, Ltd. | 9.28% | Reduce -1.3% | 260,129 | $16.2M |
| Mendota Financial Group, LLC | 7.72% | Add +13.7% | 259,709 | $16.2M |
| Larson Financial Group LLC | 0.88% | Reduce -5.8% | 247,829 | $15.4M |
| Meritas Wealth Management, LLC | 9.40% | Add +7.1% | 244,197 | $15.2M |
| Spire Wealth Management | 0.50% | Reduce -2.7% | 240,495 | $15.0M |
| Investmark Advisory Group LLC | 7.21% | Add +1.2% | 238,867 | $14.9M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +3.6% | 228,483 | $14.2M |
| Claris Advisors, LLC / Mo / | 6.11% | Add +0.0% | 226,377 | $14.1M |
| Farther Finance Advisors, LLC | 0.52% | Add +670.0% | 223,213 | $13.9M |
| Summit X, LLC | 3.36% | Reduce -4.7% | 234,571 | $13.8M |
| UBS Group AG | 0.00% | Add +9.8% | 219,336 | $13.6M |
| Private Wealth Management Group, LLC | 4.89% | Reduce -0.4% | 198,981 | $12.4M |
| GEM Asset Management, LLC | 7.01% | Add +0.3% | 199,162 | $12.3M |
| Awm Capital, LLC | 1.48% | Reduce -0.2% | 197,090 | $12.3M |
| Wealthspire Advisors, LLC | 0.12% | Add +1136.3% | 186,247 | $11.6M |
| Alpha Financial Advisors, LLC | 5.02% | Reduce -0.0% | 182,369 | $11.3M |
| Captrust Financial Advisors | 0.03% | Add +1.8% | 179,945 | $11.2M |
"% of holder's portfolio" is DFUS's weight in each manager's 13F, not the share of Dimensional US Eq MKT ETF the manager owns.