Dimensional US Eq MKT ETFDFUSETF

13F holders, Q1 2026 (March 31)
854holders +11
47new positions
32sold out
1famous investor
$71.27avg. 13F price*

At the end of Q1 2026, 854 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 11 from Q4 2025. 47 opened new positions and 32 sold out. The largest holders were Prudential Financial Inc. ($3.1B), Focus Partners Wealth ($664.2M) and Maseco LLP ($530.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions47$61.3M
Exits32$53.5M

All 13F filers, Q4 2025 → Q1 2026: 11,928,657 shares bought and 6,194,721 shares sold, net +5,733,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 854 holders

Prudential Financial Inc. 3.85% Reduce -0.9% 44,074,306 $3.1B
Focus Partners Wealth 0.74% Add +0.8% 9,340,123 $664.2M
Maseco LLP 16.65% Add +0.3% 7,486,563 $530.9M
Root Financial Partners, LLC 20.09% Add +15.1% 6,125,950 $434.4M
Vise Technologies, Inc. 6.91% No change 4,742,037 $351.7M
Index Fund Advisors, Inc. 15.80% Reduce -0.0% 4,952,143 $351.2M
Plancorp, LLC 9.39% Reduce -1.0% 4,457,788 $330.1M
Sax Wealth Advisors, LLC 13.90% Reduce -0.2% 3,866,695 $286.8M
LPL Financial LLC 0.07% Add +1.7% 3,662,750 $259.7M
Mercer Global Advisors Inc. 0.36% Add +20.1% 3,394,161 $240.7M
Creative Planning 0.16% Reduce -2.0% 3,357,019 $238.0M
TCI Wealth Advisors, Inc. 12.51% Add +4.8% 3,321,432 $235.5M
Mariner, LLC 0.25% Add +10.4% 2,994,330 $212.3M
Great Waters Wealth Management 21.15% Add +4.9% 2,817,903 $199.8M
Focus Partners Advisor Solutions, LLC 1.81% Add +8.8% 2,536,124 $179.8M
Zhang Financial LLC 6.21% Add +4.8% 2,533,557 $179.7M
Apella Capital, LLC 2.51% Add +78.1% 2,180,551 $168.8M
G2 Capital Management, LLC / Oh 40.09% Add +0.8% 2,325,624 $164.9M
Smartleaf Asset Management LLC 4.64% Add +21.3% 1,865,705 $128.5M
Earned Wealth Advisors, LLC 8.02% Add +14.0% 1,691,253 $119.9M
Bank of America Corp. 0.01% Add +38.2% 1,690,838 $119.9M
Commonwealth Equity Services, LLC 0.16% Add +26.3% 1,652,947 $117.2M
Corient Private Wealth LP 0.17% Reduce -3.2% 1,651,247 $117.1M
Raymond James Financial Inc. 0.03% Add +1.0% 1,570,121 $111.3M
Flagstone Financial Management 26.95% Add +3.0% 1,531,004 $108.6M
Envestnet Asset Management Inc. 0.03% Add +6.3% 1,395,299 $98.9M
Royal Bank of Canada 0.02% Add +7.3% 1,381,600 $98.0M
JFS Wealth Advisors, LLC 5.39% Reduce -2.5% 1,357,480 $96.3M
Sequoia Financial Advisors, LLC 0.52% Reduce -5.8% 1,297,323 $92.0M
Intelligence Driven Advisers, LLC 15.83% Reduce -11.9% 1,280,186 $90.8M
Chicago Partners Investment Group LLC 1.92% Add +1.7% 1,105,861 $85.8M
DiNuzzo Private Wealth, Inc. 8.99% Reduce -0.1% 1,176,569 $83.4M
Forum Financial Management, LP 1.18% Reduce -2.1% 1,171,335 $83.1M
Colony Family Offices, LLC 20.25% Add +2.0% 1,157,780 $82.1M
Modera Wealth Management, LLC 0.93% Reduce -4.1% 1,089,484 $77.3M
Wealth Enhancement Advisory Services, LLC 0.16% Reduce -34.7% 1,028,531 $72.4M
Foster Group, Inc. 2.00% Reduce -1.8% 947,149 $67.2M
Evanson Asset Management, LLC 3.58% Reduce -1.1% 939,846 $66.6M
Austin Asset Management Co Inc 11.21% Reduce -1.3% 937,196 $66.5M
Choreo, LLC 0.81% Add +0.6% 933,545 $66.2M
Elser Financial Planning, Inc 3.21% Add +2077.0% 931,031 $66.0M
Savant Capital, LLC 0.32% Reduce -0.7% 927,780 $65.8M
Captrust Financial Advisors 0.11% Reduce -1.1% 921,951 $65.4M
Heritage Wealth Management, Inc./Texas 27.11% Add +1.3% 894,614 $63.4M
OLIO Financial Planning 17.34% Add +3.1% 882,588 $62.6M
Tencap Wealth Coaching, LLC 22.50% Add +3.7% 842,182 $59.8M
Wealth Management Nebraska 6.00% Add +6.9% 835,254 $59.2M
Quadcap Wealth Management, LLC 6.68% Add +5.8% 827,028 $58.6M
JPMorgan Chase & Co. 0.00% Add +1.4% 813,517 $56.0M
1900 Wealth Management LLC 3.59% Add +3.5% 788,008 $55.9M
Farther Finance Advisors, LLC 0.52% Add +12.5% 765,857 $54.7M
Aspen Wealth Management LLC 10.63% Reduce -0.4% 751,465 $53.3M
Kestra Advisory Services, LLC 0.20% Add +22.1% 748,532 $53.1M
RS Crum Inc. 10.24% Add +2.1% 746,551 $52.9M
Beacon Pointe Advisors, LLC 0.27% Add +13.5% 723,325 $51.3M
Cerity Partners LLC 0.07% Add +90.0% 690,457 $49.0M
Truist Financial Corp. 0.07% Add +2.3% 688,729 $48.8M
Foundry Financial LLC 20.22% Add +44.2% 673,205 $47.7M
Assetmark, Inc. 0.10% Add +5.7% 672,942 $47.7M
Cetera Investment Advisers 0.05% Add +39.8% 661,366 $46.9M
Hurlow Wealth Management Group, Inc. 11.11% Add +6.3% 658,393 $46.7M
Everest Private Wealth 23.17% Reduce -8.2% 645,075 $45.7M
Crown Wealth Group, LLC 13.43% Add +1.3% 644,636 $45.7M
Equitable Holdings, Inc. 0.29% Add +4.9% 614,973 $45.6M
Vermillion Wealth Management, Inc. 18.15% Add +3.6% 643,129 $45.6M
McLean Asset Management Corp 7.97% Reduce -1.3% 642,571 $45.6M
Crusonia Wealth Advisors LLC 9.29% Add +6.9% 634,502 $45.0M
Three Arch Wealth Management LLC 7.34% Reduce -0.6% 575,743 $40.8M
Dynamic Advisor Solutions LLC 1.29% Add +3.6% 575,203 $40.8M
Pine Harbor Wealth Management, LLC 11.90% Add +3.5% 561,269 $39.8M
HighTower Advisors, LLC 0.04% Reduce -4.7% 552,893 $39.2M
Graver Capital Management, LLC 28.98% Add +6.1% 537,935 $38.1M
Parkwoods Wealth Partners, LLC 9.11% Add +3.4% 524,268 $37.2M
Disciplined Equity Management, Inc. 18.66% Reduce -0.5% 523,787 $37.1M
Greenspring Advisors, LLC 2.23% Reduce -1.2% 515,346 $36.5M
Freedom Investment Management, Inc. 10.79% Reduce -11.8% 512,578 $36.3M
KM Capital Management Ltd. 24.06% Reduce -2.9% 443,078 $35.8M
Heritage Investment Group, Inc. 5.40% Reduce -0.1% 503,575 $35.7M
Guardian Wealth Management, LLC 10.70% Add +4.1% 497,280 $35.3M
Jackson Thornton Wealth Management, LLC 3.11% Add +4.2% 466,915 $34.6M
Mason & Associates Inc 6.60% Reduce -3.0% 493,520 $34.0M
TCP Asset Management, LLC 4.30% Add +0.7% 471,392 $33.4M
Owl Creek Wealth Partners LLC 11.82% — 467,866 $33.2M
Mission Wealth Management, LP 0.69% Add +449.3% 464,245 $32.9M
AG Asset Advisory, LLC 26.95% Add +1.3% 458,308 $32.5M
ARK & TLK Investments, LLC 8.76% Reduce -1.0% 455,424 $32.3M
SC&H Financial Advisors, Inc. 4.86% Add +3.6% 454,165 $32.2M
CWS Financial Advisors, LLC 8.05% Add +1128.4% 443,136 $31.4M
MML Investors Services, LLC 0.09% Reduce -8.4% 435,937 $30.9M
Retirement Solution LLC 7.24% Reduce -7.2% 431,483 $30.6M
Dixon Fnancial Services, Inc. 13.73% Reduce -0.6% 431,171 $30.6M
Premier Financial Group 4.63% Add +1.2% 378,298 $27.2M
Investmark Advisory Group LLC 10.96% Add +0.3% 361,057 $25.6M
AQR Capital Management 0.01% Add +93.1% 359,042 $25.5M
Royal Harbor Partners, LLC 8.61% Add +21.8% 358,725 $25.4M
Penserra Capital Management LLC 0.30% New 358,227 $25.4M
SouthState Bank Corp 1.18% Reduce -8.4% 357,142 $25.3M
One Capital Management, LLC 0.69% Add +7245.2% 354,994 $25.2M
Sterling Wealth Advisors Inc 13.98% Reduce -0.3% 317,131 $24.5M
Allodium Investment Consultants, LLC 11.72% Add +3.0% 345,114 $24.5M

"% 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 854 holders