Dimensional US Eq MKT ETFDFUSETF

13F holders, Q4 2025 (December 31)
843holders +80
41new positions
19sold out
2famous investors
$73.40avg. 13F price*

At the end of Q4 2025, 843 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 80 from Q3 2025. 41 opened new positions and 19 sold out. The largest holders were Prudential Financial Inc. ($3.3B), Focus Partners Wealth ($686.9M) and Maseco LLP ($553.1M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions41$58.0M
Exits19$18.7M

All 13F filers, Q3 2025 → Q4 2025: 14,757,785 shares bought and 8,595,845 shares sold, net +6,161,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 843 holders

Prudential Financial Inc. 3.98% Reduce -12.2% 44,472,700 $3.3B
Focus Partners Wealth 0.78% Add +0.7% 9,261,059 $686.9M
Maseco LLP 24.08% Reduce -1.0% 7,460,195 $553.1M
Root Financial Partners, LLC 20.39% Add +16.6% 5,320,698 $394.6M
Index Fund Advisors, Inc. 17.24% Reduce -0.8% 4,952,650 $367.3M
Vise Technologies, Inc. 6.89% Add +252.8% 4,742,037 $351.7M
Plancorp, LLC 10.10% Reduce -1.5% 4,504,583 $334.1M
Sax Wealth Advisors, LLC 13.53% Add +8.6% 3,874,407 $287.4M
LPL Financial LLC 0.07% Add +1.4% 3,601,852 $267.1M
Creative Planning 0.18% Reduce -0.9% 3,426,182 $254.1M
TCI Wealth Advisors, Inc. 12.95% Add +7.3% 3,168,425 $235.0M
Mercer Global Advisors Inc. 0.32% Add +14.8% 2,825,574 $209.6M
Mariner, LLC 0.24% Add +14.8% 2,711,729 $201.1M
Great Waters Wealth Management 21.91% Add +7.5% 2,685,540 $199.2M
Zhang Financial LLC 6.69% Add +0.6% 2,417,863 $179.3M
Focus Partners Advisor Solutions, LLC 2.12% Add +19.1% 2,331,722 $172.9M
G2 Capital Management, LLC / Oh 41.27% Add +2.1% 2,307,968 $171.2M
Corient Private Wealth LP 0.17% Add +139.6% 1,706,230 $126.6M
Wealth Enhancement Advisory Services, LLC 0.16% Reduce -1.4% 1,576,055 $118.9M
Raymond James Financial Inc. 0.04% Add +4.7% 1,553,925 $115.3M
Smartleaf Asset Management LLC 4.35% Add +2962.8% 1,537,647 $114.9M
Flagstone Financial Management 28.27% Reduce -0.6% 1,486,333 $110.2M
Earned Wealth Advisors, LLC 7.80% Add +702.8% 1,483,146 $110.0M
Intelligence Driven Advisers, LLC 15.42% Reduce -6.2% 1,454,009 $107.8M
JFS Wealth Advisors, LLC 5.82% Reduce -0.8% 1,392,318 $103.3M
Sequoia Financial Advisors, LLC 0.57% Reduce -2.4% 1,376,776 $102.1M
Envestnet Asset Management Inc. 0.03% Reduce -3.1% 1,312,903 $97.4M
Commonwealth Equity Services, LLC 0.13% Add +2.8% 1,308,830 $97.1M
Royal Bank of Canada 0.02% Reduce -3.3% 1,287,801 $95.5M
Apella Capital, LLC 1.79% Add +5.3% 1,224,259 $90.8M
Bank of America Corp. 0.01% Add +3.1% 1,223,289 $90.7M
Forum Financial Management, LP 1.16% Reduce -1.3% 1,196,915 $88.8M
DiNuzzo Private Wealth, Inc. 9.50% Reduce -3.8% 1,177,545 $87.3M
Modera Wealth Management, LLC 0.97% Reduce -4.4% 1,136,110 $84.3M
Colony Family Offices, LLC 21.02% Add +4.9% 1,135,015 $84.2M
Chicago Partners Investment Group LLC 2.02% Reduce -0.2% 1,086,999 $81.8M
Foster Group, Inc. 2.16% Reduce -2.8% 964,558 $71.5M
Evanson Asset Management, LLC 3.81% Add +3.5% 950,482 $70.5M
Austin Asset Management Co Inc 12.04% Reduce -0.7% 949,391 $70.4M
Choreo, LLC 0.88% Reduce -1.9% 928,475 $69.4M
Savant Capital, LLC 0.39% Reduce -1.3% 934,418 $69.3M
Captrust Financial Advisors 0.13% Add +491.6% 932,281 $69.1M
Heritage Wealth Management, Inc./Texas 28.43% Reduce -1.4% 883,122 $65.5M
OLIO Financial Planning 17.81% Add +3.8% 856,242 $63.5M
Tencap Wealth Coaching, LLC 22.81% — 811,875 $60.3M
JPMorgan Chase & Co. 0.00% Reduce -10.5% 802,633 $59.5M
Quadcap Wealth Management, LLC 6.64% Add +4.2% 782,051 $58.0M
Wealth Management Nebraska 6.63% Add +4.7% 781,383 $58.0M
1900 Wealth Management LLC 3.62% Reduce -0.6% 761,298 $56.5M
Aspen Wealth Management LLC 11.75% Add +3.7% 754,415 $56.0M
RS Crum Inc. 10.84% Add +1.0% 731,332 $54.2M
Everest Private Wealth 29.07% Reduce -7.1% 702,761 $52.1M
Asset Dedication, LLC 3.41% Add +0.3% 699,869 $51.9M
Farther Finance Advisors, LLC 0.54% Add +25.0% 680,889 $50.5M
Truist Financial Corp. 0.07% Reduce -5.1% 673,331 $49.9M
McLean Asset Management Corp 8.79% Reduce -1.4% 651,200 $49.0M
Beacon Pointe Advisors, LLC 0.33% Add +31.7% 637,156 $47.3M
Crown Wealth Group, LLC 13.19% Add +1.8% 636,576 $47.2M
Assetmark, Inc. 0.10% Reduce -0.3% 636,420 $47.2M
Vermillion Wealth Management, Inc. 18.86% Reduce -4.5% 620,657 $46.0M
Hurlow Wealth Management Group, Inc. 11.25% Add +5.1% 619,659 $46.0M
Kestra Advisory Services, LLC 0.19% Add +2.7% 613,074 $45.5M
Crusonia Wealth Advisors LLC 9.69% — 593,683 $44.0M
Equitable Holdings, Inc. 0.30% Add +2.2% 586,244 $43.5M
Freedom Investment Management, Inc. 12.54% Reduce -7.0% 581,454 $43.1M
HighTower Advisors, LLC 0.05% Add +8.9% 580,332 $43.0M
Three Arch Wealth Management LLC 8.05% — 579,412 $43.0M
Dynamic Advisor Solutions LLC 1.32% Reduce -12.6% 555,358 $41.2M
Pine Harbor Wealth Management, LLC 12.32% Add +3.7% 542,129 $40.2M
Disciplined Equity Management, Inc. 20.24% Add +2.7% 526,581 $39.1M
Greenspring Advisors, LLC 2.37% Add +3504.9% 521,482 $38.7M
Mason & Associates Inc 7.10% Reduce -1.7% 508,664 $37.7M
Parkwoods Wealth Partners, LLC 11.07% Add +2.3% 507,134 $37.6M
Graver Capital Management, LLC 29.71% Add +3.9% 507,016 $37.6M
Heritage Investment Group, Inc. 5.69% Reduce -0.2% 503,866 $37.4M
Guardian Wealth Management, LLC 11.24% — 477,870 $35.4M
MML Investors Services, LLC 0.09% Add +8.3% 475,926 $35.3M
Cetera Investment Advisers 0.04% Add +5.3% 473,222 $35.1M
TCP Asset Management, LLC 5.85% Add +2.5% 468,218 $34.7M
Foundry Financial LLC 18.20% — 466,947 $34.6M
Retirement Solution LLC 7.64% Add +4.0% 465,027 $34.5M
ARK & TLK Investments, LLC 9.39% Reduce -0.6% 460,065 $34.1M
KM Capital Management Ltd. 17.28% Reduce -16.8% 456,057 $33.8M
Jackson Thornton Wealth Management, LLC 3.20% Add +3.6% 448,280 $33.8M
AG Asset Advisory, LLC 28.76% Add +3.2% 452,381 $33.6M
SC&H Financial Advisors, Inc. 5.03% Add +1.8% 438,278 $32.5M
Dixon Fnancial Services, Inc. 14.27% Reduce -0.1% 433,824 $32.2M
SouthState Bank Corp 1.29% Reduce -10.1% 389,912 $28.9M
Timonier Family Office, LTD. 9.02% Reduce -4.7% 383,354 $28.4M
Edge Financial Advisors LLC 11.87% Add +231.3% 380,180 $28.2M
Premier Financial Group 7.27% Reduce -1.0% 373,951 $27.9M
Cerity Partners LLC 0.04% Reduce -34.0% 363,373 $27.0M
Investmark Advisory Group LLC 11.37% Add +0.4% 359,996 $26.7M
Arax Advisory Partners 0.77% New 357,901 $26.5M
Morgan Stanley 0.00% Reduce -0.6% 346,290 $25.7M
Allodium Investment Consultants, LLC 12.59% Add +7.0% 335,103 $24.9M
Sterling Wealth Advisors Inc 14.24% Add +0.1% 317,997 $23.6M
Optimus Capital Advisors, LLC 13.18% — 303,573 $22.5M
Keb Asset Management, LLC 4.53% Add +4.6% 301,469 $22.4M
Royal Harbor Partners, LLC 7.22% Add +2.8% 294,606 $21.9M

"% 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 843 holders