Dimensional US Eq MKT ETFDFUSETF

13F holders, Q3 2025 (September 30)
763holders +22
46new positions
18sold out
2famous investors
$72.44avg. 13F price*

At the end of Q3 2025, 763 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 22 from Q2 2025. 46 opened new positions and 18 sold out. The largest holders were Prudential Financial Inc. ($3.7B), Focus Partners Wealth ($667.6M) and Maseco LLP ($546.0M). 2 famous investors held it, including 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions46$140.3M
Exits18$25.8M

All 13F filers, Q2 2025 → Q3 2025: 13,884,606 shares bought and 6,724,027 shares sold, net +7,160,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 763 holders

Prudential Financial Inc. 4.36% Add +12.3% 50,641,546 $3.7B
Focus Partners Wealth 1.08% Add +13.8% 9,198,125 $667.6M
Maseco LLP 26.46% Reduce -4.5% 7,537,298 $546.0M
Index Fund Advisors, Inc. 17.55% Reduce -1.2% 4,992,856 $361.7M
Plancorp, LLC 10.39% Reduce -0.5% 4,572,240 $331.2M
Root Financial Partners, LLC 20.36% Add +47.4% 4,561,445 $330.4M
Sax Wealth Advisors, LLC 13.89% Add +4.1% 3,566,773 $258.4M
LPL Financial LLC 0.08% Reduce -2.0% 3,553,575 $257.4M
Creative Planning 0.19% Reduce -2.1% 3,457,489 $250.5M
TCI Wealth Advisors, Inc. 12.76% Add +8.1% 2,952,158 $213.9M
Great Waters Wealth Management 21.37% Add +4.5% 2,496,996 $180.9M
Mercer Global Advisors Inc. 0.30% Reduce -2.2% 2,462,353 $178.4M
Zhang Financial LLC 7.07% Add +0.3% 2,403,369 $174.1M
Mariner, LLC 0.22% Add +18.9% 2,362,710 $171.2M
G2 Capital Management, LLC / Oh 41.33% Add +3.8% 2,260,615 $163.8M
Focus Partners Advisor Solutions, LLC 1.62% Reduce -3.2% 1,958,115 $142.5M
Wealth Enhancement Advisory Services, LLC 0.18% Reduce -2.2% 1,598,482 $116.3M
Intelligence Driven Advisers, LLC 15.56% Add +1.1% 1,549,607 $112.3M
Flagstone Financial Management 28.58% Add +1.9% 1,495,008 $108.3M
Raymond James Financial Inc. 0.03% Add +3.7% 1,484,557 $107.5M
Sequoia Financial Advisors, LLC 0.62% Reduce -1.8% 1,410,942 $102.2M
JFS Wealth Advisors, LLC 5.95% Reduce -0.5% 1,404,306 $101.7M
Envestnet Asset Management Inc. 0.03% Reduce -65.9% 1,354,395 $98.1M
Vise Technologies, Inc. 3.62% New 1,343,917 $97.4M
Royal Bank of Canada 0.02% Add +2.4% 1,331,085 $96.4M
Commonwealth Equity Services, LLC 0.12% Add +3.8% 1,273,415 $92.2M
Forum Financial Management, LP 1.20% Reduce -0.6% 1,212,084 $87.8M
Modera Wealth Management, LLC 1.00% Reduce -1.5% 1,188,307 $86.1M
Bank of America Corp. 0.01% Add +8.9% 1,186,981 $86.0M
DiNuzzo Private Wealth, Inc. 9.74% Reduce -0.1% 1,223,673 $85.9M
Apella Capital, LLC 1.86% Reduce -1.3% 1,162,120 $83.5M
Chicago Partners Investment Group LLC 2.13% Add +0.7% 1,089,188 $81.3M
Colony Family Offices, LLC 20.30% Add +5.1% 1,082,152 $78.4M
Foster Group, Inc. 2.26% Reduce -2.1% 992,549 $71.9M
Austin Asset Management Co Inc 13.19% Reduce -3.0% 956,364 $69.3M
Savant Capital, LLC 0.42% Add +3.4% 946,977 $68.6M
Choreo, LLC 0.89% Reduce -6.3% 946,289 $68.5M
PBMares Wealth Management LLC 10.86% Add +1.4% 924,690 $67.0M
Evanson Asset Management, LLC 3.75% Reduce -3.0% 917,920 $66.5M
JPMorgan Chase & Co. 0.00% Reduce -1.7% 897,094 $65.0M
Heritage Wealth Management, Inc./Texas 28.60% Add +1.4% 895,466 $64.9M
OLIO Financial Planning 17.53% Add +1.8% 824,792 $59.7M
Willow Creek Wealth Management Inc. 4.89% Add +2.9% 819,697 $59.4M
1900 Wealth Management LLC 3.76% Reduce -0.1% 765,610 $55.5M
Everest Private Wealth 34.95% Add +0.9% 756,729 $54.8M
Quadcap Wealth Management, LLC 6.42% Reduce -10.4% 750,838 $54.4M
Wealth Management Nebraska 6.45% Add +3.5% 746,543 $54.1M
Aspen Wealth Management LLC 11.71% Add +4.6% 727,740 $52.7M
RS Crum Inc. 11.66% Add +0.4% 724,355 $52.5M
Truist Financial Corp. 0.07% Reduce -0.5% 709,268 $51.4M
Corient Private Wealth LP 0.08% Reduce -58.7% 712,187 $51.1M
Asset Dedication, LLC 3.40% Add +4.1% 698,108 $50.6M
McLean Asset Management Corp 9.94% Reduce -2.3% 660,178 $48.3M
Vermillion Wealth Management, Inc. 12.89% Add +0.8% 649,787 $47.1M
Assetmark, Inc. 0.10% Reduce -8.3% 638,226 $46.2M
Dynamic Advisor Solutions LLC 1.34% Reduce -0.3% 635,187 $46.0M
Crown Wealth Group, LLC 13.61% Add +7.5% 625,230 $45.3M
Freedom Investment Management, Inc. 11.97% Reduce -6.1% 625,142 $45.3M
Kestra Advisory Services, LLC 0.20% Reduce -0.7% 597,209 $43.3M
Hurlow Wealth Management Group, Inc. 11.06% Add +16.0% 589,748 $42.7M
Equitable Holdings, Inc. 0.31% Add +4.7% 573,382 $41.5M
Cerity Partners LLC 0.06% Reduce -4.2% 550,430 $39.9M
KM Capital Management Ltd. 18.35% Reduce -3.5% 547,979 $39.7M
Farther Finance Advisors, LLC 0.60% Add +74.0% 544,708 $39.5M
HighTower Advisors, LLC 0.04% Add +6.9% 532,989 $38.6M
Pine Harbor Wealth Management, LLC 12.14% Add +0.7% 522,577 $37.9M
Mason & Associates Inc 7.55% Add +1.2% 517,456 $37.5M
Disciplined Equity Management, Inc. 20.21% Add +2.6% 512,679 $37.1M
Heritage Investment Group, Inc. 5.86% Reduce -0.0% 504,861 $36.6M
Parkwoods Wealth Partners, LLC 12.26% Add +26.6% 495,909 $35.9M
Graver Capital Management, LLC 29.79% Reduce -2.1% 487,953 $35.3M
Wealthstream Advisors, Inc. 5.32% Reduce -2.5% 485,558 $35.2M
Beacon Pointe Advisors, LLC 0.30% Add +36.6% 483,862 $35.1M
ARK & TLK Investments, LLC 10.64% Reduce -4.1% 462,985 $33.5M
TCP Asset Management, LLC 5.90% Add +2.0% 456,651 $33.1M
Cetera Investment Advisers 0.04% Add +26.1% 449,285 $32.5M
Retirement Solution LLC 7.72% Reduce -0.4% 447,083 $32.4M
MML Investors Services, LLC 0.09% Add +0.1% 439,638 $31.8M
AG Asset Advisory, LLC 26.34% Reduce -2.7% 438,288 $31.7M
Jackson Thornton Wealth Management, LLC 3.21% Add +0.1% 432,529 $31.7M
Dixon Fnancial Services, Inc. 14.33% Reduce -1.7% 434,397 $31.5M
SouthState Bank Corp 1.45% Reduce -52.2% 433,842 $31.4M
SC&H Financial Advisors, Inc. 5.09% Add +4.5% 430,716 $31.2M
Timonier Family Office, LTD. 9.54% Add +3.4% 402,075 $29.1M
Premier Financial Group 7.28% Add +0.3% 377,800 $27.2M
Investmark Advisory Group LLC 11.26% Add +58.9% 358,453 $26.0M
Morgan Stanley 0.00% Reduce -5.0% 348,466 $25.2M
Cardiff Park Advisors, LLC 1.91% Reduce -0.9% 343,829 $24.9M
Sterling Wealth Advisors Inc 14.64% Add +2.0% 317,749 $22.9M
Allodium Investment Consultants, LLC 12.81% Add +0.4% 313,314 $22.7M
Osaic Holdings, Inc. 0.03% Add +4.3% 311,641 $22.2M
Strategic Investment Solutions, Inc. 5.82% Reduce -2.2% 303,519 $22.0M
CarsonAllaria Wealth Management, Ltd. 10.92% Add +0.7% 290,003 $21.0M
Keb Asset Management, LLC 4.68% Add +0.8% 288,133 $20.9M
Royal Harbor Partners, LLC 7.04% Add +24.8% 286,493 $20.8M
Meritas Wealth Management, LLC 10.20% Add +2.6% 284,403 $20.6M
Security Financial Services, INC. 3.28% Reduce -1.2% 280,418 $20.3M
Ruedi Wealth Management, Inc. 5.59% Reduce -1.7% 275,547 $20.0M
McMill Wealth Management 5.67% Add +0.6% 274,518 $19.9M
Babb Wealth Advisors LLC 12.71% Add +3.9% 269,931 $19.6M

"% 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 763 holders