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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 %
SWM
251
Sterling Wealth Management
Illinois
$3.27M +$3.27M +48,842 New
FC
252
Financial Council
Maryland
$3.24M – – –
AWA
253
Acorn Wealth Advisors
Michigan
$3.21M +$175K +2,604 +6%
RDWM
254
Red Door Wealth Management
Tennessee
$3.19M – – –
LWM
255
Lodestone Wealth Management
Washington
$3.18M -$3.35K -50 -0.1%
ALWM
256
Andrews Lucia Wealth Management
California
$3.17M +$9.65K +144 +0.3%
SIMC
257
Squire Investment Management Company
Utah
$3.17M +$167K +2,494 +6%
BCI
258
Brinker Capital Investments
Pennsylvania
$3.12M +$57.6K +860 +2%
SSC
259
Syverson Strege & Co
Iowa
$3.1M +$4.16K +62 +0.1%
FWM
260
FFT Wealth Management
Pennsylvania
$3.05M +$400K +5,835 +15%
PWPS
261
Pinnacle Wealth Planning Services
Ohio
$3.01M -$81.2K -1,212 -3%
CIA
262
Caerus Investment Advisors
Texas
$2.95M – – –
RPGK
263
Retirement Planning Group (Kansas)
Kansas
$2.91M -$43.2K -645 -1%
EFP
264
Elser Financial Planning
Indiana
$2.87M – – –
MFT
265
Moisand Fitzgerald Tamayo
Florida
$2.86M -$31.8K -475 -1%
CA
266
Clune & Associates
Illinois
$2.76M +$26.2K +391 +1%
LI
267
LRI Investments
Florida
$2.74M +$15.2K +227 +0.6%
TWD
268
True Wealth Design
Ohio
$2.74M -$36.3K -541 -1%
EWA
269
Elevate Wealth Advisory
Georgia
$2.72M -$247K -3,682 -8%
PWM
270
Parkworth Wealth Management
California
$2.71M -$215K -3,203 -7%
MGIA
271
Moneta Group Investment Advisors
Missouri
$2.62M +$4.69K +70 +0.2%
LG
272
LAM Group
Oregon
$2.62M – – –
SW
273
Simplicity Wealth
New Jersey
$2.61M +$766K +11,431 +41%
BFG
274
Berger Financial Group
Minnesota
$2.56M +$86K +1,283 +3%
AC
275
Avestar Capital
New York
$2.54M +$50.9K +760 +2%
9 10
11
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