Dimensional US Eq MKT ETFDFUSETF
13F holders, Q4 2024 (December 31)697holders +86
30new positions
17sold out
3famous investors
$63.76avg. 13F price*
At the end of Q4 2024, 697 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 86 from Q3 2024. 30 opened new positions and 17 sold out. The largest holders were Prudential Financial Inc. ($1.7B), Focus Partners Wealth ($537.0M) and Index Fund Advisors, Inc. ($370.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $65.7M |
| Exits | 17 | $13.5M |
All 13F filers, Q3 2024 → Q4 2024: 25,772,535 shares bought and 4,375,238 shares sold, net +21,397,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 697 holders
| Prudential Financial Inc. | 2.31% | Add +201.4% | 26,381,889 | $1.7B |
| Focus Partners Wealth | 1.40% | Add +1.9% | 8,423,973 | $537.0M |
| Index Fund Advisors, Inc. | 20.00% | Reduce -0.9% | 5,803,530 | $370.0M |
| Plancorp, LLC | 12.54% | Reduce -3.5% | 4,790,947 | $305.4M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -1.9% | 4,041,518 | $257.6M |
| Creative Planning | 0.22% | Reduce -1.7% | 3,604,136 | $229.8M |
| Sax Wealth Advisors, LLC | 16.31% | Add +1.7% | 3,269,813 | $208.5M |
| Great Waters Wealth Management | 20.54% | Add +12.1% | 2,511,066 | $160.1M |
| LPL Financial LLC | 0.06% | Add +7.7% | 2,421,592 | $154.4M |
| Zhang Financial LLC | 8.65% | Add +13.2% | 2,369,405 | $151.0M |
| TCI Wealth Advisors, Inc. | 12.48% | Reduce -0.9% | 2,343,045 | $149.4M |
| Root Financial Partners, LLC | 18.31% | Add +27.2% | 2,316,725 | $147.7M |
| Mercer Global Advisors Inc. | 0.27% | Reduce -51.0% | 1,715,870 | $109.4M |
| Focus Partners Advisor Solutions, LLC | 1.84% | Add +28.3% | 1,714,150 | $109.3M |
| G2 Capital Management, LLC / Oh | 31.41% | Add +0.7% | 1,671,385 | $106.6M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -0.2% | 1,634,374 | $104.2M |
| Corient Private Wealth LP | 0.17% | Reduce -2.9% | 1,584,822 | $101.0M |
| Sequoia Financial Advisors, LLC | 0.91% | Reduce -4.5% | 1,473,325 | $93.9M |
| Cetera Investment Advisers | 0.19% | Add +9.1% | 1,411,227 | $90.0M |
| JFS Wealth Advisors, LLC | 6.10% | Reduce -0.3% | 1,401,173 | $89.3M |
| Raymond James Financial Inc. | 0.03% | — | 1,329,212 | $84.7M |
| Flagstone Financial Management | 28.07% | Add +0.8% | 1,325,005 | $84.5M |
| Intelligence Driven Advisers, LLC | 15.85% | Reduce -25.1% | 1,321,902 | $84.3M |
| Forum Financial Management, LP | 1.33% | Add +2.9% | 1,261,486 | $80.4M |
| Assetmark, Inc. | 0.21% | Reduce -3.7% | 1,221,382 | $77.9M |
| DiNuzzo Private Wealth, Inc. | 9.71% | Reduce -5.4% | 1,203,541 | $76.7M |
| Private Capital Management LLC | 14.90% | Reduce -4.8% | 1,171,069 | $74.7M |
| Mariner, LLC | 0.13% | Add +3.1% | 1,169,659 | $74.6M |
| Modera Wealth Management, LLC | 0.89% | Reduce -1.0% | 1,154,992 | $73.6M |
| Royal Bank of Canada | 0.02% | Add +11.0% | 1,128,166 | $71.9M |
| Mason & Associates Inc | 16.55% | Add +55.0% | 1,103,360 | $70.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +1.8% | 1,094,495 | $69.8M |
| Austin Asset Management Co Inc | 14.23% | Reduce -0.3% | 1,072,156 | $68.3M |
| Savant Capital, LLC | 0.51% | Add +25.0% | 1,026,767 | $65.5M |
| Foster Group, Inc. | 2.49% | Reduce -7.4% | 1,025,226 | $65.4M |
| Choreo, LLC | 0.94% | Reduce -0.2% | 1,024,925 | $65.3M |
| Chicago Partners Investment Group LLC | 2.17% | Add +1.6% | 1,014,132 | $65.1M |
| Elser Financial Planning, Inc | 3.83% | Add +2245.6% | 1,003,123 | $63.9M |
| Colony Family Offices, LLC | 19.67% | Add +0.7% | 982,327 | $62.6M |
| Evanson Asset Management, LLC | 4.24% | Add +1.0% | 971,577 | $61.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.4% | 923,477 | $58.9M |
| Truist Financial Corp. | 0.08% | Add +0.9% | 843,989 | $53.8M |
| Heritage Wealth Management, Inc./Texas | 30.07% | Reduce -2.3% | 801,370 | $51.1M |
| 1900 Wealth Management LLC | 4.12% | Reduce -0.9% | 769,980 | $49.1M |
| PBMares Wealth Management LLC | 9.74% | Add +8.8% | 747,513 | $47.7M |
| Bank of America Corp. | 0.00% | Add +18.3% | 719,979 | $45.9M |
| Willow Creek Wealth Management Inc. | 4.64% | Add +2.9% | 713,498 | $45.5M |
| RS Crum Inc. | 11.22% | Reduce -2.9% | 712,814 | $45.4M |
| McLean Asset Management Corp | 13.15% | Reduce -1.3% | 686,575 | $43.8M |
| Quadcap Wealth Management, LLC | 6.26% | Add +17.6% | 667,196 | $42.5M |
| OLIO Financial Planning | 14.89% | Add +229.8% | 665,186 | $42.4M |
| Apella Capital, LLC | 1.61% | Add +0.2% | 658,494 | $42.0M |
| Dynamic Advisor Solutions LLC | 1.80% | Add +0.4% | 652,680 | $41.6M |
| Asset Dedication, LLC | 3.25% | Add +11.0% | 648,217 | $41.3M |
| Everest Private Wealth | 36.29% | — | 646,347 | $41.2M |
| American Investment Services, Inc. | 7.23% | Add +0.1% | 640,349 | $40.8M |
| KM Capital Management Ltd. | 20.17% | Add +0.1% | 611,389 | $39.0M |
| Kestra Advisory Services, LLC | 0.21% | Reduce -8.6% | 601,666 | $38.4M |
| Wealth Management Nebraska | 6.23% | — | 600,697 | $38.3M |
| Wealthstream Advisors, Inc. | 6.90% | Reduce -1.2% | 586,452 | $37.4M |
| Cerity Partners LLC | 0.08% | Reduce -5.6% | 573,756 | $36.6M |
| Vermillion Wealth Management, Inc. | 18.36% | — | 562,446 | $35.9M |
| Essential Planning, LLC. | 0.22% | Add +6396.7% | 535,720 | $34.3M |
| Aspen Wealth Management LLC | 10.05% | Add +3374.3% | 531,842 | $33.9M |
| Equitable Holdings, Inc. | 0.32% | Add +3.0% | 520,654 | $33.2M |
| Heritage Investment Group, Inc. | 6.05% | Reduce -0.2% | 508,067 | $32.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.3% | 507,143 | $32.3M |
| Crown Wealth Group, LLC | 12.87% | Add +27.3% | 496,192 | $31.6M |
| Pine Harbor Wealth Management, LLC | 12.66% | Add +15.1% | 493,431 | $31.5M |
| ARK & TLK Investments, LLC | 10.89% | Reduce -1.4% | 491,758 | $31.3M |
| Hurlow Wealth Management Group, Inc. | 9.55% | Add +2.3% | 479,713 | $30.6M |
| Retirement Solution LLC | 7.91% | Reduce -4.2% | 473,728 | $30.2M |
| Disciplined Equity Management, Inc. | 19.34% | Reduce -4.1% | 468,148 | $29.8M |
| Dixon Fnancial Services, Inc. | 15.68% | Reduce -4.0% | 452,859 | $28.9M |
| Graver Capital Management, LLC | 29.67% | — | 445,379 | $28.4M |
| AG Asset Advisory, LLC | 28.20% | — | 443,403 | $28.3M |
| TCP Asset Management, LLC | 6.06% | Add +2.1% | 431,098 | $27.5M |
| Jackson Thornton Wealth Management, LLC | 3.43% | Add +3.4% | 425,320 | $27.1M |
| MML Investors Services, LLC | 0.09% | Add +5.2% | 411,552 | $26.2M |
| Parkwoods Wealth Partners, LLC | 19.22% | Add +0.4% | 378,996 | $24.2M |
| Cardiff Park Advisors, LLC | 2.28% | Add +2.3% | 375,113 | $23.9M |
| SC&H Financial Advisors, Inc. | 4.81% | Add +16.1% | 365,039 | $23.3M |
| Timonier Family Office, LTD. | 11.70% | — | 357,756 | $22.8M |
| Morgan Stanley | 0.00% | Add +114.7% | 340,497 | $21.7M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -6.0% | 319,866 | $20.4M |
| Sterling Wealth Advisors Inc | 15.33% | — | 306,475 | $19.5M |
| Freedom Investment Management, Inc. | 1.61% | Reduce -4.8% | 304,414 | $19.4M |
| Warwick Investment Management, Inc. | 3.88% | New | 295,166 | $18.8M |
| Private Advisor Group, LLC | 0.10% | Reduce -4.8% | 292,459 | $18.6M |
| Security Financial Services, INC. | 3.79% | Reduce -5.0% | 292,032 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +9.6% | 288,887 | $18.4M |
| Ruedi Wealth Management, Inc. | 5.76% | Add +4.4% | 286,057 | $18.2M |
| Adero Partners, LLC | 1.15% | No change | 280,530 | $17.9M |
| Keb Asset Management, LLC | 5.14% | Add +5.6% | 280,352 | $17.9M |
| Summit X, LLC | 3.80% | Add +14.7% | 269,083 | $17.2M |
| Strategic Investment Solutions, Inc. | 5.71% | Reduce -17.1% | 313,248 | $17.0M |
| Fischer Investment Strategies, LLC | 13.52% | New | 266,839 | $17.0M |
| CarsonAllaria Wealth Management, Ltd. | 9.66% | Add +1.8% | 264,822 | $16.9M |
| Babb Wealth Advisors LLC | 12.98% | — | 252,727 | $16.1M |
| Meritas Wealth Management, LLC | 9.68% | Add +3.4% | 252,464 | $16.1M |
"% 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.