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Dimensional US Equity ETF
DFUS

Overview Fund Activity

728 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, 299 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+33
Holders Change %
+4.75%
% of All Funds
9.76%
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
299
Reduced
193
Closed
21
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$2.88B
2
AC
2
Apella Capital
Connecticut
$79.4M
3
Mariner
3
Mariner
Kansas
$133M
4
GCM
4
G2 Capital Management
Ohio
$146M
5
FIM
5
Freedom Investment Management
Connecticut
$44.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$4.2M +$472K +7,045 +13%
WA
227
Waverly Advisors
Alabama
$4.15M -$19.6K -292 -0.5%
EWM
228
Empirical Wealth Management
Washington
$4.07M -$15.9K -237 -0.4%
AWM
229
Axxcess Wealth Management
California
$4.04M +$2.73M +40,751 +209%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$4.03M -$206K -3,076 -5%
SHGA
231
Sand Hill Global Advisors
California
$3.99M -$19.7K -294 -0.5%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$3.99M +$699K +10,427 +21%
CAMG
233
CWA Asset Management Group
Florida
$3.97M +$4.42K +66 +0.1%
Brown Advisory
234
Brown Advisory
Maryland
$3.95M -$15.3K -229 -0.4%
CL
235
CLG LLC
California
$3.91M +$73.2K +1,092 +2%
HIA
236
HTG Investment Advisors
Connecticut
$3.91M -$16.8K -251 -0.4%
LWM
237
LJI Wealth Management
Indiana
$3.87M +$950K +14,179 +32%
IWC
238
Integrated Wealth Concepts
Massachusetts
$3.87M +$77.2K +1,152 +2%
MAS
239
MPWM Advisory Solutions
Georgia
$3.86M +$101K +1,511 +3%
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$3.83M +$2.92M +43,527 +318%
WRPWM
241
Werba Rubin Papier Wealth Management
California
$3.83M +$455K +6,786 +13%
WFA
242
Websterrogers Financial Advisors
South Carolina
$3.77M -$6.23K -93 -0.2%
CCA
243
Clarity Capital Advisors
Florida
$3.71M +$23.7K +354 +0.6%
BP
244
Ballentine Partners
Massachusetts
$3.66M – – –
LKBC
245
L.K. Benson & Company
Maryland
$3.65M -$201 -3 -0%
BHWM
246
Beaird Harris Wealth Management
Texas
$3.63M -$84.6K -1,262 -2%
AWM
247
Apollon Wealth Management
South Carolina
$3.59M -$46K -686 -1%
DFC
248
DBK Financial Counsel
Ohio
$3.58M +$399K +5,952 +13%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$3.5M +$50.9K +760 +1%
KSWA
250
Kathleen S. Wright Associates
Pennsylvania
$3.32M -$36.7K -547 -1%
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