Security record · archived quarter
DFUS
Dimensional U.S. Equity ETF · Financial Services · Asset Management
58Tracked holders
-1Δ holders
85.30MShares held
$6.33BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.7% ·
share flow -1.2% ·
net new positions -1.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | +5 | 80.74M | $6.61B | +7 | −3 |
| Q1 2026 | 56 | -2 | 85.23M | $6.04B | +1 | −3 |
| Q4 2025 | 58 | -1 | 85.30M | $6.33B | — | −1 |
| Q3 2025 | 7 | -3 | 2.46M | $178.19M | — | −3 |
| Q2 2025 | 7 | +1 | 253.83K | $17.01M | +2 | −1 |
| Q1 2025 | 4 | 0 | 157.21K | $9.51M | +1 | −1 |
| Q4 2024 | 4 | +1 | 241.07K | $15.37M | +1 | — |
| Q3 2024 | 3 | 0 | 63.37K | $3.94M | — | — |
| Q2 2024 | 3 | — | 44.74K | $2.63M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 44.47M | — | $3.30B | 4.0% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 9.26M | — | $686.89M | 0.8% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 3.60M | — | $267.15M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Creative Planning | 3.43M | — | $254.12M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 3.40M | — | $252.33M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 6 | Mercer Global Advisors Inc /Adv | 2.83M | — | $209.57M | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 2.71M | — | $201.13M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 8 | Wealth Enhancement Advisory… | 1.58M | — | $118.91M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.55M | — | $115.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 1.31M | — | $97.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 1.31M | — | $97.08M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 1.29M | — | $95.52M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Bank Of America Corp /De/ | 1.22M | — | $90.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Captrust Financial Advisors | 932.28K | — | $69.15M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 802.63K | -55.3% | $59.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 673.33K | — | $49.94M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 17 | Assetmark, Inc | 636.42K | — | $47.20M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 580.33K | — | $43.04M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 475.93K | — | $35.30M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 473.22K | — | $35.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 363.37K | — | $26.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Morgan Stanley ✦ | 346.29K | -0.6% | $25.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Osaic Holdings, Inc. | 287.81K | — | $21.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | UBS Group AG | 245.50K | — | $18.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 192.67K | — | $14.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 26 | Quantinno Capital Management LP | 187.55K | — | $13.91M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 185.89K | +16.7% | $13.79M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 180.38K | — | $13.38M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 120.32K | — | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 101.25K | — | $7.51M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 84.03K | +23.2% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Brown Advisory Inc | 58.38K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Bank Of Montreal /Can/ | 50.85K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Cwm, Llc | 47.20K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northern Trust Corp | 40.15K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Lido Advisors, LLC | 35.53K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 28.74K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Us Bancorp \De\ | 27.25K | — | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 22.61K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Renaissance Technologies ✦ | 20.30K | -30.5% | $1.51M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 17.68K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 14.34K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 13.33K | — | $988,776 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 44 | Wells Fargo & Company/Mn | 12.76K | — | $946,138 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Franklin Resources Inc | 12.33K | — | $914,219 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 11.02K | — | $817,502 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 9.96K | — | $738,038 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | BlackRock ✦ (passive) | 9.00K | +113.3% | $667,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 7.85K | — | $582,235 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Hrt Financial Lp | 7.73K | — | $573,000 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Empower Advisory Group, LLC | 6.77K | — | $501,983 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 4.66K | — | $345,781 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Jane Street Group, Llc | 4.60K | — | $341,479 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Sei Investments Co | 3.00K | — | $222,510 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 2.51K | — | $185,944 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Citigroup Inc | 294 | — | $21,806 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 85 | — | $6,304 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 58 | — | $4,300 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $4.07M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 838 holders, 207.89M shares, $14.71B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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