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Dimensional US Equity ETF
DFUS

Overview Fund Activity

725 hedge funds and large institutions have $12.3B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 298 increasing their positions, 191 reducing their positions, and 21 closing their positions.

Holders
725
Holders Change
+30
Holders Change %
+4.32%
% of All Funds
9.74%
Holding in Top 10
125
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.84%
% of All Funds
1.68%
New
64
Increased
298
Reduced
191
Closed
21
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

1
MPW
1
MASECO Private Wealth
$529M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.88B
3
AC
3
Apella Capital
Connecticut
$79.4M
4
Mariner
4
Mariner
Kansas
$133M
5
PFG
5
Premier Financial Group
California
$26.2M

Top Sellers

1
MAC
1
Mason & Associates (California)
California
$34.3M
2
AssetMark Inc
2
AssetMark Inc
California
$46.7M
3
AIS
3
American Investment Services
Massachusetts
$10.4M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$542M
5
SC
5
SouthState Corp
Florida
$60.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
1
Prudential Financial
New Jersey
$2.88B 45,111,138 +2,543,644 +6%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$542M 8,084,925 -297,051 -4%
MPW
3
MASECO Private Wealth
$529M 7,896,996 +7,896,996 New
IFA
4
Index Fund Advisors
California
$339M 5,052,581 -108,372 -2%
PL
5
Plancorp LLC
Missouri
$308M 4,595,119 -117,591 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$266M 3,976,107 +137,471 +4%
LPL Financial
7
LPL Financial
California
$243M 3,626,695 +16,592 +0.5%
Creative Planning
8
Creative Planning
Kansas
$237M 3,530,566 -29,174 -0.8%
SWA
9
Sax Wealth Advisors
New Jersey
$230M 3,425,092 +26,044 +0.8%
RFP
10
Root Financial Partners
California
$207M 3,095,429 +201,590 +7%
TWA
11
TCI Wealth Advisors
Arizona
$183M 2,730,367 +247,713 +10%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$169M 2,517,541 +31,273 +1%
ZF
13
Zhang Financial
Michigan
$161M 2,396,803 -110,040 -4%
GWWM
14
Great Waters Wealth Management
Minnesota
$160M 2,390,540 +24,112 +1%
GCM
15
G2 Capital Management
Ohio
$146M 2,178,411 +383,722 +21%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$136M 2,023,380 +62,562 +3%
Mariner
17
Mariner
Kansas
$133M 1,987,532 +401,655 +25%
Corient Private Wealth
18
Corient Private Wealth
Florida
$116M 1,725,749 -203,000 -11%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$111M 1,634,690 +27,605 +2%
IDA
20
Intelligence Driven Advisers
California
$103M 1,532,653 +196,806 +15%
FFM
21
Flagstone Financial Management
Nebraska
$98.3M 1,466,921 +80,069 +6%
SFA
22
Sequoia Financial Advisors
Ohio
$96.3M 1,436,823 -19,197 -1%
Raymond James Financial
23
Raymond James Financial
Florida
$95.9M 1,431,480 -136,619 -9%
JWA
24
JFS Wealth Advisors
Pennsylvania
$94.6M 1,411,720 +23,881 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$87.1M 1,299,746 +77,113 +6%
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