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DFUS

Dimensional US Equity ETF

760 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 739760 (+21)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
760
Holders Change
+21
Holders Change %
+2.84%
% of All Funds
9.98%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
50
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
226
Hardy Reed
Mississippi
$4.64M
CL
227
CLG LLC
California
$4.55M +$312K +4,473 +8%
XPN
228
XY Planning Network
Montana
$4.5M
WA
229
Waverly Advisors
Alabama
$4.49M +$1.81K +26 +0%
BDF
230
Black Diamond Financial
Maryland
$4.44M +$4.27M +61,226 New
EWM
231
Empirical Wealth Management
Washington
$4.36M -$34K -488 -0.8%
DFC
232
DBK Financial Counsel
Ohio
$4.36M +$465K +6,672 +12%
IWC
233
Integrated Wealth Concepts
Massachusetts
$4.32M +$134K +1,921 +3%
CAMG
234
CWA Asset Management Group
Florida
$4.3M +$4.25K +61 +0.1%
WRPWM
235
Werba Rubin Papier Wealth Management
California
$4.22M +$82.8K +1,189 +2%
SHGA
236
Sand Hill Global Advisors
California
$4.22M -$92.6K -1,329 -2%
HIA
237
HTG Investment Advisors
Connecticut
$4.22M -$2.51K -36 -0.1%
Brown Advisory
238
Brown Advisory
Maryland
$4.21M -$59.1K -848 -1%
MAS
239
MPWM Advisory Solutions
Georgia
$4.14M -$36.8K -528 -0.9%
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$4.13M -$13.9K -200 -0.3%
Goldman Sachs
241
Goldman Sachs
New York
$4.07M +$3.26M +46,774 +494%
CCA
242
Clarity Capital Advisors
Florida
$4.01M +$5.78K +83 +0.1%
WFA
243
Websterrogers Financial Advisors
South Carolina
$4M -$73.4K -1,054 -2%
BP
244
Ballentine Partners
Massachusetts
$3.96M
LKBC
245
L.K. Benson & Company
Maryland
$3.95M +$5.99K +86 +0.2%
BHWM
246
Beaird Harris Wealth Management
Texas
$3.9M -$21.9K -314 -0.6%
CAM
247
Clark Asset Management
New Hampshire
$3.88M +$1.58M +22,747 +74%
AWM
248
Apollon Wealth Management
South Carolina
$3.86M -$29.5K -423 -0.8%
SIMC
249
Squire Investment Management Company
Utah
$3.76M +$321K +4,606 +10%
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$3.69M -$91.9K -1,319 -3%