DFUS icon

Dimensional US Equity ETF

755 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, 275 increasing their positions, 232 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$401M
2 +$106M
3 +$97.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$80.8M
5
Mariner
Mariner
Kansas
+$27.2M

Top Sellers

1 -$680M
2 -$190M
3 -$72.7M
4
SC
SouthState Corp
Florida
-$34.4M
5
MPW
MASECO Private Wealth
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$3.69M
SAM
252
Smartleaf Asset Management
Massachusetts
$3.63M
CA
253
Clune & Associates
Illinois
$3.58M
LWM
254
Lodestone Wealth Management
Washington
$3.55M
SWM
255
Sterling Wealth Management
Illinois
$3.54M
RDWM
256
Red Door Wealth Management
Tennessee
$3.53M
FC
257
Financial Council
Maryland
$3.51M
KSWA
258
Kathleen S. Wright Associates
Pennsylvania
$3.5M
ALWM
259
Andrews Lucia Wealth Management
California
$3.44M
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$3.43M
BCI
261
Brinker Capital Investments
Pennsylvania
$3.37M
AWA
262
Acorn Wealth Advisors
Michigan
$3.31M
PWPS
263
Pinnacle Wealth Planning Services
Ohio
$3.28M
FWM
264
FFT Wealth Management
Pennsylvania
$3.22M
CIA
265
Caerus Investment Advisors
Texas
$3.19M
RPGK
266
Retirement Planning Group (Kansas)
Kansas
$3.18M
EFP
267
Elser Financial Planning
Indiana
$3.1M
MFT
268
Moisand Fitzgerald Tamayo
Florida
$3M
LI
269
LRI Investments
Florida
$2.96M
SC
270
Shearwater Capital
Colorado
$2.96M
CWA
271
Canvas Wealth Advisors
Kansas
$2.95M
BFG
272
Berger Financial Group
Minnesota
$2.93M
EWA
273
Elevate Wealth Advisory
Georgia
$2.89M
Northern Trust
274
Northern Trust
Illinois
$2.88M
MGIA
275
Moneta Group Investment Advisors
Missouri
$2.83M