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Dimensional US Equity ETF
DFUS

Overview Fund Activity

696 hedge funds and large institutions have $10.6B invested in Dimensional US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 209 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
9.45%
Holding in Top 10
117
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.74%
% of All Funds
1.59%
New
46
Increased
262
Reduced
209
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$1.03B
2
LPL Financial
LPL Financial
California
+$71.9M
3
SC
SouthState Corp
Florida
+$71.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$46.6M
5
RFP
Root Financial Partners
California
+$34.9M

Top Sellers

1
CW
Curio Wealth
Maryland
-$4.23B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$62M
3
EFP
Elser Financial Planning
Indiana
-$58.1M
4
IFA
Index Fund Advisors
California
-$38.9M
5
EP
Essential Planning
New Hampshire
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$3.37M +$253K +4,176 +8%
BHWM
227
Beaird Harris Wealth Management
Texas
$3.35M +$621K +10,263 +23%
CCA
228
Clarity Capital Advisors
Florida
$3.33M -$69.9K -1,155 -2%
BP
229
Ballentine Partners
Massachusetts
$3.31M – – –
LKBC
230
L.K. Benson & Company
Maryland
$3.3M -$133K -2,204 -4%
CB
231
Centennial Bank
Arkansas
$3.29M +$2.22M +36,702 +206%
AWM
232
Apollon Wealth Management
South Carolina
$3.29M -$102K -1,679 -3%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$3.11M -$9.5K -157 -0.3%
MA
234
Montag & Associates
Georgia
$3.09M +$5.2K +86 +0.2%
WRPWM
235
Werba Rubin Papier Wealth Management
California
$3.04M +$309K +5,105 +11%
KSWA
236
Kathleen S. Wright Associates
Pennsylvania
$3.03M +$91.7K +1,516 +3%
ALWM
237
Andrews Lucia Wealth Management
California
$3.01M +$6.63K +104 +0.2%
Fidelity Investments
238
Fidelity Investments
Massachusetts
$2.97M +$161K +2,656 +6%
SAI
239
Savvy Advisors Inc
New York
$2.94M +$2.94M +48,561 New
FC
240
Financial Council
Maryland
$2.93M – – –
RDWM
241
Red Door Wealth Management
Tennessee
$2.88M – – –
DFC
242
DBK Financial Counsel
Ohio
$2.87M +$207K +3,420 +8%
LWM
243
Lodestone Wealth Management
Washington
$2.87M -$53K -876 -2%
SSC
244
Syverson Strege & Co
Iowa
$2.79M -$20.1K -332 -0.7%
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$2.79M – – –
BCI
246
Brinker Capital Investments
Pennsylvania
$2.76M +$25.6K +423 +0.9%
OPS
247
Orion Portfolio Solutions
Nebraska
$2.76M +$25.6K +423 +0.9%
KIM
248
Kestra Investment Management
Texas
$2.75M +$1.91M +31,658 +230%
AWA
249
Acorn Wealth Advisors
Michigan
$2.74M -$112K -1,851 -4%
SIMC
250
Squire Investment Management Company
Utah
$2.71M +$160K +2,640 +6%
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