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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 %
EWA
251
Elevate Wealth Advisory
Georgia
$2.67M +$5.14K +85 +0.2%
RPGK
252
Retirement Planning Group (Kansas)
Kansas
$2.66M -$45.9K -759 -2%
CIA
253
Caerus Investment Advisors
Texas
$2.66M – – –
PWM
254
Parkworth Wealth Management
California
$2.64M +$289K +4,771 +12%
LWM
255
LJI Wealth Management
Indiana
$2.64M +$1.2M +19,829 +83%
MFT
256
Moisand Fitzgerald Tamayo
Florida
$2.61M -$87.4K -1,445 -3%
GWM
257
Geneos Wealth Management
Colorado
$2.59M +$1.6M +26,390 +160%
EFP
258
Elser Financial Planning
Indiana
$2.59M -$58.1M -960,357 -96%
AF
259
Apollon Financial
South Carolina
$2.5M +$2.5M +41,362 New
TWD
260
True Wealth Design
Ohio
$2.5M -$73.1K -1,208 -3%
CA
261
Clune & Associates
Illinois
$2.47M +$140K +2,312 +6%
LI
262
LRI Investments
Florida
$2.46M – – –
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$2.39M +$2.39M +39,523 New
CW
264
Curio Wealth
Maryland
$2.38M -$4.23B -37,340 -100%
LG
265
LAM Group
Oregon
$2.36M – – –
MGIA
266
Moneta Group Investment Advisors
Missouri
$2.36M +$661K +10,921 +39%
Northern Trust
267
Northern Trust
Illinois
$2.34M -$128K -2,113 -5%
FWM
268
FFT Wealth Management
Pennsylvania
$2.33M +$2.33M +38,570 New
MCA
269
Maryland Capital Advisors
Maryland
$2.28M – – –
AC
270
Avestar Capital
New York
$2.25M -$417K -6,900 -16%
NB
271
NBT Bank
New York
$2.24M – – –
BFG
272
Berger Financial Group
Minnesota
$2.24M +$76.3K +1,262 +4%
KPWS
273
Kestra Private Wealth Services
Texas
$2.21M +$45.5K +752 +2%
SC
274
Shearwater Capital
Colorado
$2.16M +$227K +3,760 +12%
Lido Advisors
275
Lido Advisors
California
$2.13M -$122K -2,022 -5%
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