Dimensional US Eq MKT ETFDFUSETF
13F holders, Q1 2025 (March 31)704holders +7
39new positions
25sold out
4famous investors
$61.21avg. 13F price*
At the end of Q1 2025, 704 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 7 from Q4 2024. 39 opened new positions and 25 sold out. The largest holders were Prudential Financial Inc. ($2.7B), Focus Partners Wealth ($506.9M) and Index Fund Advisors, Inc. ($312.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Eq MKT ETF
- CUSIP
- 25434V401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $108.6M |
| Exits | 25 | $25.2M |
All 13F filers, Q4 2024 → Q1 2025: 25,586,642 shares bought and 5,589,328 shares sold, net +19,997,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 704 holders
| Prudential Financial Inc. | 3.87% | Add +61.4% | 42,567,494 | $2.7B |
| Focus Partners Wealth | 1.27% | Reduce -0.5% | 8,381,976 | $506.9M |
| Index Fund Advisors, Inc. | 19.31% | Reduce -11.1% | 5,160,953 | $312.1M |
| Plancorp, LLC | 11.30% | Reduce -1.6% | 4,712,710 | $285.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -5.0% | 3,838,636 | $232.2M |
| LPL Financial LLC | 0.09% | Add +49.1% | 3,610,103 | $218.3M |
| Creative Planning | 0.20% | Reduce -1.2% | 3,559,740 | $215.3M |
| Sax Wealth Advisors, LLC | 14.72% | Add +4.0% | 3,399,048 | $205.6M |
| Root Financial Partners, LLC | 18.67% | Add +24.9% | 2,893,839 | $175.1M |
| Zhang Financial LLC | 8.02% | Add +5.8% | 2,506,843 | $151.6M |
| Mercer Global Advisors Inc. | 0.34% | Add +44.9% | 2,486,268 | $150.4M |
| TCI Wealth Advisors, Inc. | 12.02% | Add +6.0% | 2,482,654 | $150.2M |
| Great Waters Wealth Management | 19.86% | Reduce -5.8% | 2,366,428 | $143.1M |
| Focus Partners Advisor Solutions, LLC | 1.80% | Add +14.4% | 1,960,818 | $118.6M |
| Corient Private Wealth LP | 0.19% | Add +21.7% | 1,928,749 | $116.7M |
| G2 Capital Management, LLC / Oh | 32.88% | Add +7.4% | 1,794,689 | $108.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -1.7% | 1,607,085 | $97.2M |
| Mariner, LLC | 0.16% | Add +35.6% | 1,585,877 | $95.9M |
| Raymond James Financial Inc. | 0.04% | Add +18.0% | 1,568,099 | $94.8M |
| Sequoia Financial Advisors, LLC | 0.68% | Reduce -1.2% | 1,456,020 | $88.1M |
| JFS Wealth Advisors, LLC | 5.68% | Reduce -0.9% | 1,387,839 | $83.9M |
| Flagstone Financial Management | 27.02% | Add +4.7% | 1,386,852 | $83.9M |
| Intelligence Driven Advisers, LLC | 15.56% | Add +1.1% | 1,335,847 | $80.8M |
| Assetmark, Inc. | 0.21% | Add +1.3% | 1,237,218 | $74.8M |
| Forum Financial Management, LP | 1.23% | Reduce -2.3% | 1,232,446 | $74.5M |
| Royal Bank of Canada | 0.02% | Add +8.4% | 1,222,633 | $73.9M |
| DiNuzzo Private Wealth, Inc. | 9.12% | Reduce -0.5% | 1,197,781 | $72.4M |
| SouthState Bank Corp | 3.28% | New | 1,184,226 | $71.6M |
| Commonwealth Equity Services, LLC | 0.10% | Add +6.4% | 1,164,961 | $70.5M |
| Modera Wealth Management, LLC | 0.94% | Reduce -0.8% | 1,145,407 | $69.3M |
| Mason & Associates Inc | 16.07% | Reduce -3.1% | 1,069,075 | $64.7M |
| Chicago Partners Investment Group LLC | 2.13% | Add +3.9% | 1,053,480 | $64.0M |
| Austin Asset Management Co Inc | 13.88% | Reduce -2.3% | 1,047,964 | $63.4M |
| Choreo, LLC | 0.96% | Reduce -0.5% | 1,019,555 | $61.7M |
| Foster Group, Inc. | 2.31% | Reduce -0.6% | 1,019,063 | $61.6M |
| Evanson Asset Management, LLC | 4.16% | Reduce -0.2% | 969,812 | $58.7M |
| Colony Family Offices, LLC | 18.12% | Reduce -2.2% | 960,373 | $58.1M |
| Savant Capital, LLC | 0.49% | Reduce -7.3% | 951,454 | $57.5M |
| Bank of America Corp. | 0.01% | Add +31.3% | 945,137 | $57.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 928,187 | $56.1M |
| PBMares Wealth Management LLC | 9.89% | Add +9.3% | 816,700 | $49.4M |
| Heritage Wealth Management, Inc./Texas | 27.43% | Reduce -2.3% | 782,800 | $47.3M |
| Quadcap Wealth Management, LLC | 6.76% | Add +15.4% | 770,170 | $46.6M |
| 1900 Wealth Management LLC | 3.85% | Reduce -0.5% | 766,051 | $46.3M |
| OLIO Financial Planning | 15.89% | Add +14.3% | 760,383 | $46.0M |
| Willow Creek Wealth Management Inc. | 4.38% | Add +4.3% | 743,860 | $45.0M |
| Truist Financial Corp. | 0.07% | Reduce -13.8% | 727,066 | $44.0M |
| RS Crum Inc. | 11.32% | Reduce -2.5% | 695,183 | $42.0M |
| Apella Capital, LLC | 1.44% | Add +8.7% | 715,546 | $42.0M |
| Wealth Management Nebraska | 6.31% | Add +14.3% | 686,340 | $41.5M |
| Dynamic Advisor Solutions LLC | 1.31% | Add +0.4% | 655,212 | $39.6M |
| Everest Private Wealth | 35.21% | Reduce -1.2% | 638,528 | $38.6M |
| American Investment Services, Inc. | 6.76% | Reduce -0.9% | 634,673 | $38.4M |
| Asset Dedication, LLC | 3.09% | Reduce -3.0% | 629,018 | $38.0M |
| McLean Asset Management Corp | 11.95% | Reduce -1.8% | 674,462 | $36.2M |
| Aspen Wealth Management LLC | 10.23% | Add +12.4% | 597,699 | $36.1M |
| Vermillion Wealth Management, Inc. | 10.58% | Add +4.5% | 587,685 | $35.5M |
| Cerity Partners LLC | 0.07% | Reduce -0.8% | 569,064 | $34.4M |
| KM Capital Management Ltd. | 18.51% | Reduce -7.1% | 567,842 | $34.3M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -8.0% | 553,554 | $33.5M |
| Equitable Holdings, Inc. | 0.30% | Add +1.1% | 526,539 | $31.8M |
| Pine Harbor Wealth Management, LLC | 12.39% | Add +3.8% | 511,917 | $31.0M |
| HighTower Advisors, LLC | 0.04% | Add +0.1% | 507,608 | $30.7M |
| Heritage Investment Group, Inc. | 5.77% | Reduce -0.1% | 507,459 | $30.7M |
| Wealthstream Advisors, Inc. | 5.69% | Reduce -14.3% | 502,844 | $30.4M |
| ARK & TLK Investments, LLC | 10.38% | Reduce -0.9% | 487,394 | $29.5M |
| Hurlow Wealth Management Group, Inc. | 9.01% | Reduce -0.6% | 476,715 | $28.8M |
| Graver Capital Management, LLC | 28.55% | Add +4.0% | 463,144 | $28.0M |
| Retirement Solution LLC | 7.85% | Reduce -3.4% | 457,565 | $27.7M |
| Disciplined Equity Management, Inc. | 19.20% | Reduce -2.5% | 456,371 | $27.6M |
| Fischer Investment Strategies, LLC | 20.27% | Add +70.6% | 455,137 | $27.5M |
| AG Asset Advisory, LLC | 27.81% | Add +1.1% | 448,255 | $27.1M |
| Dixon Fnancial Services, Inc. | 14.52% | Reduce -1.9% | 444,103 | $26.9M |
| TCP Asset Management, LLC | 5.92% | Add +1.6% | 437,891 | $26.5M |
| Crown Wealth Group, LLC | 13.64% | Reduce -12.3% | 434,929 | $26.3M |
| MML Investors Services, LLC | 0.08% | Reduce -0.1% | 411,104 | $24.9M |
| Jackson Thornton Wealth Management, LLC | 3.22% | Add +0.1% | 425,573 | $24.2M |
| Parkwoods Wealth Partners, LLC | 15.90% | Add +2.7% | 389,111 | $23.5M |
| SC&H Financial Advisors, Inc. | 4.61% | Add +6.0% | 387,075 | $23.4M |
| Cetera Investment Advisers | 0.05% | Reduce -72.6% | 386,848 | $23.4M |
| Timonier Family Office, LTD. | 10.32% | Add +7.9% | 385,919 | $23.3M |
| Farther Finance Advisors, LLC | 0.59% | Add +68.4% | 380,451 | $23.1M |
| Strategic Investment Solutions, Inc. | 6.60% | Add +20.0% | 376,015 | $22.7M |
| Cardiff Park Advisors, LLC | 2.12% | Reduce -3.4% | 362,303 | $21.9M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +9.3% | 349,746 | $21.2M |
| Morgan Stanley | 0.00% | Add +2.1% | 347,731 | $21.0M |
| Sterling Wealth Advisors Inc | 15.81% | Add +10.7% | 339,279 | $20.5M |
| Freedom Investment Management, Inc. | 1.52% | Reduce -1.9% | 298,596 | $18.1M |
| Allodium Investment Consultants, LLC | 13.20% | Add +18.5% | 295,616 | $17.9M |
| Warwick Investment Management, Inc. | 3.71% | Add +0.1% | 295,453 | $17.9M |
| Ruedi Wealth Management, Inc. | 5.47% | Add +1.0% | 288,903 | $17.5M |
| Private Advisor Group, LLC | 0.11% | Reduce -1.8% | 287,183 | $17.4M |
| Security Financial Services, INC. | 3.41% | Reduce -2.9% | 283,632 | $17.2M |
| Adero Partners, LLC | 1.11% | No change | 280,530 | $17.0M |
| Summit X, LLC | 3.55% | Add +3.7% | 278,931 | $16.9M |
| Keb Asset Management, LLC | 4.68% | Reduce -3.0% | 271,997 | $16.5M |
| Meritas Wealth Management, LLC | 9.55% | Add +6.7% | 269,351 | $16.3M |
| CarsonAllaria Wealth Management, Ltd. | 9.32% | Add +0.5% | 266,047 | $16.1M |
| McMill Wealth Management | 5.79% | Add +37.0% | 265,804 | $16.1M |
| Pillar Financial Advisors, LLC | 11.73% | Add +5.4% | 260,308 | $15.7M |
"% 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.