Dimensional US Eq MKT ETFDFUSETF

13F holders, Q2 2025 (June 30)
741holders +37
50new positions
20sold out
4famous investors
$66.27avg. 13F price*

At the end of Q2 2025, 741 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 37 from Q1 2025. 50 opened new positions and 20 sold out. The largest holders were Prudential Financial Inc. ($2.9B), Focus Partners Wealth ($541.9M) and Maseco LLP ($529.3M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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

02004006008001,000 Q1 2024: 565Q1 2024Q2 2024: 593Q2 2024Q3 2024: 611Q3 2024Q4 2024: 697Q4 2024Q1 2025: 704Q1 2025Q2 2025: 741Q2 2025Q3 2025: 763Q3 2025Q4 2025: 843Q4 2025Q1 2026: 854Q1 2026Q2 2026: 875Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions50$61.9M
Exits20$22.5M

All 13F filers, Q1 2025 → Q2 2025: 10,019,098 shares bought and 4,927,190 shares sold, net +5,091,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 741 holders

Prudential Financial Inc. 3.72% Add +6.0% 45,111,138 $2.9B
Focus Partners Wealth 1.18% Reduce -3.5% 8,084,925 $541.9M
Maseco LLP 20.12% — 7,896,996 $529.3M
Index Fund Advisors, Inc. 19.01% Reduce -2.1% 5,052,581 $338.6M
Plancorp, LLC 10.67% Reduce -2.5% 4,595,119 $308.0M
Envestnet Asset Management Inc. 0.08% Add +3.6% 3,976,107 $266.5M
LPL Financial LLC 0.08% Add +0.5% 3,626,695 $243.1M
Creative Planning 0.20% Reduce -0.8% 3,530,566 $236.6M
Sax Wealth Advisors, LLC 13.87% Add +0.8% 3,425,092 $229.5M
Root Financial Partners, LLC 20.05% Add +7.0% 3,095,429 $207.5M
TCI Wealth Advisors, Inc. 12.54% Add +10.0% 2,730,367 $183.0M
Mercer Global Advisors Inc. 0.38% Add +1.3% 2,517,541 $168.7M
Zhang Financial LLC 7.41% Reduce -4.4% 2,396,803 $160.6M
Great Waters Wealth Management 20.84% Add +1.0% 2,390,540 $160.2M
G2 Capital Management, LLC / Oh 41.02% Add +21.4% 2,178,411 $146.0M
Focus Partners Advisor Solutions, LLC 1.81% Add +3.2% 2,023,380 $135.6M
Mariner, LLC 0.19% Add +25.3% 1,987,532 $133.2M
Corient Private Wealth LP 0.15% Reduce -10.5% 1,725,750 $115.7M
Wealth Enhancement Advisory Services, LLC 0.18% Add +1.7% 1,634,690 $111.1M
Intelligence Driven Advisers, LLC 15.49% Add +14.7% 1,532,653 $102.7M
Flagstone Financial Management 28.18% Add +5.8% 1,466,921 $98.3M
Sequoia Financial Advisors, LLC 0.66% Reduce -1.3% 1,436,823 $96.3M
Raymond James Financial Inc. 0.03% Reduce -8.7% 1,431,480 $95.9M
JFS Wealth Advisors, LLC 6.02% Add +1.7% 1,411,720 $94.6M
Royal Bank of Canada 0.02% Add +6.3% 1,299,746 $87.1M
Commonwealth Equity Services, LLC 0.11% Add +5.3% 1,226,641 $82.2M
DiNuzzo Private Wealth, Inc. 9.75% Add +2.3% 1,224,999 $82.1M
Forum Financial Management, LP 1.24% Reduce -1.0% 1,219,630 $81.7M
Modera Wealth Management, LLC 1.00% Add +5.3% 1,205,949 $80.8M
Apella Capital, LLC 2.15% Add +64.5% 1,177,252 $79.4M
Chicago Partners Investment Group LLC 2.15% Add +2.6% 1,081,221 $74.4M
Bank of America Corp. 0.01% Add +15.4% 1,090,394 $73.1M
Colony Family Offices, LLC 17.83% Add +7.2% 1,029,271 $69.0M
Foster Group, Inc. 2.33% Reduce -0.5% 1,013,963 $68.0M
Choreo, LLC 0.94% Reduce -1.0% 1,009,455 $67.7M
Austin Asset Management Co Inc 13.38% Reduce -5.9% 985,771 $66.1M
Evanson Asset Management, LLC 3.94% Reduce -2.4% 946,784 $63.5M
Savant Capital, LLC 0.44% Reduce -3.7% 916,262 $61.4M
JPMorgan Chase & Co. 0.00% Reduce -1.7% 912,390 $61.1M
PBMares Wealth Management LLC 11.19% Add +11.7% 911,954 $61.1M
SouthState Bank Corp 2.66% Reduce -23.3% 908,286 $60.9M
Heritage Wealth Management, Inc./Texas 29.36% Add +12.8% 882,747 $59.1M
Quadcap Wealth Management, LLC 7.13% Add +8.8% 837,611 $56.1M
OLIO Financial Planning 17.12% Add +6.5% 809,909 $54.3M
Willow Creek Wealth Management Inc. 4.80% Add +7.1% 796,649 $53.4M
1900 Wealth Management LLC 3.89% Add +0.1% 766,624 $51.4M
Everest Private Wealth 36.13% Add +17.5% 750,294 $50.3M
RS Crum Inc. 11.59% Add +3.8% 721,564 $48.4M
Wealth Management Nebraska 6.51% Add +5.1% 721,271 $48.1M
Truist Financial Corp. 0.07% Reduce -2.0% 712,470 $47.7M
Assetmark, Inc. 0.11% Reduce -43.7% 696,320 $46.7M
Aspen Wealth Management LLC 11.57% Add +16.4% 695,585 $46.6M
McLean Asset Management Corp 11.94% Add +0.1% 675,427 $45.5M
Asset Dedication, LLC 3.26% Add +6.6% 670,487 $44.9M
Freedom Investment Management, Inc. 3.56% Add +122.9% 665,448 $44.6M
Vermillion Wealth Management, Inc. 20.63% Add +9.8% 644,963 $43.2M
Dynamic Advisor Solutions LLC 1.32% Reduce -2.8% 637,122 $42.7M
Kestra Advisory Services, LLC 0.20% Add +8.7% 601,524 $40.3M
Crown Wealth Group, LLC 14.64% Add +33.7% 581,352 $39.0M
Cerity Partners LLC 0.07% Add +1.0% 574,599 $38.5M
KM Capital Management Ltd. 18.77% Reduce -0.0% 567,600 $38.0M
Equitable Holdings, Inc. 0.30% Add +4.0% 547,471 $36.7M
Pine Harbor Wealth Management, LLC 12.24% Add +1.4% 519,119 $34.8M
Mason & Associates Inc 7.91% Reduce -52.2% 511,481 $34.3M
Hurlow Wealth Management Group, Inc. 9.63% Add +6.7% 508,591 $34.1M
Heritage Investment Group, Inc. 5.83% Reduce -0.5% 504,951 $33.8M
Disciplined Equity Management, Inc. 19.66% Add +9.5% 499,676 $33.5M
HighTower Advisors, LLC 0.04% Reduce -1.8% 498,441 $33.4M
Graver Capital Management, LLC 29.53% Add +7.6% 498,287 $33.4M
Wealthstream Advisors, Inc. 5.55% Reduce -1.0% 497,847 $33.4M
ARK & TLK Investments, LLC 10.38% Reduce -1.0% 482,598 $32.3M
AG Asset Advisory, LLC 26.22% Add +0.5% 450,260 $30.2M
Retirement Solution LLC 7.68% Reduce -1.9% 448,953 $30.1M
TCP Asset Management, LLC 5.95% Add +2.2% 447,495 $30.0M
Dixon Fnancial Services, Inc. 14.95% Reduce -0.5% 441,725 $29.6M
MML Investors Services, LLC 0.09% Add +6.9% 439,369 $29.4M
Jackson Thornton Wealth Management, LLC 3.33% Add +1.5% 432,006 $29.1M
SC&H Financial Advisors, Inc. 4.72% Add +6.5% 412,324 $27.6M
Parkwoods Wealth Partners, LLC 15.15% Add +0.7% 391,774 $26.3M
Premier Financial Group 7.29% — 376,483 $26.2M
Timonier Family Office, LTD. 9.74% Add +0.7% 388,711 $26.1M
Morgan Stanley 0.00% Add +5.5% 366,802 $24.6M
Cetera Investment Advisers 0.04% Reduce -7.9% 356,207 $23.9M
Beacon Pointe Advisors, LLC 0.25% Add +1.3% 354,270 $23.7M
Cardiff Park Advisors, LLC 2.01% Reduce -4.2% 346,935 $23.3M
Sterling Wealth Advisors Inc 14.91% Reduce -8.2% 311,464 $21.1M
Farther Finance Advisors, LLC 0.42% Reduce -17.7% 313,128 $21.0M
Allodium Investment Consultants, LLC 13.23% Add +5.5% 311,989 $20.9M
Strategic Investment Solutions, Inc. 6.29% Reduce -17.5% 310,344 $20.8M
Fischer Investment Strategies, LLC 13.84% Reduce -32.4% 307,722 $20.6M
Warwick Investment Management, Inc. 3.84% Add +0.1% 295,718 $19.8M
Osaic Holdings, Inc. 0.04% Add +52.3% 298,825 $19.7M
CarsonAllaria Wealth Management, Ltd. 10.35% Add +8.2% 287,941 $19.3M
Keb Asset Management, LLC 4.77% Add +5.1% 285,749 $19.2M
Security Financial Services, INC. 3.36% Add +0.1% 283,931 $19.0M
Summit X, LLC 3.53% Add +1.4% 282,690 $18.9M
Ruedi Wealth Management, Inc. 5.57% Reduce -3.0% 280,262 $18.8M
Meritas Wealth Management, LLC 10.21% Add +2.9% 277,065 $18.6M
McMill Wealth Management 6.05% Add +2.7% 272,920 $18.3M
Pillar Financial Advisors, LLC 12.13% Add +0.7% 262,135 $17.6M

"% 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.

Show all 741 holders