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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 %
MCA
276
Maryland Capital Advisors
Maryland
$2.53M – – –
KPWS
277
Kestra Private Wealth Services
Texas
$2.5M +$54.7K +816 +2%
NB
278
NBT Bank
New York
$2.48M – – –
CW
279
Curio Wealth
Maryland
$2.46M +$2.46M +36,738 +174,943%
Northern Trust
280
Northern Trust
Illinois
$2.42M -$174K -2,597 -7%
BF
281
Brooklyn FI
New York
$2.41M +$2.16M +32,219 +876%
SC
282
Shearwater Capital
Colorado
$2.39M – – –
Lido Advisors
283
Lido Advisors
California
$2.38M +$13.4K +200 +0.6%
SAM
284
Smartleaf Asset Management
Massachusetts
$2.37M +$1.07M +16,028 +82%
2WWM
285
21 West Wealth Management
California
$2.36M +$2.36M +35,284 New
EPP
286
ETF Portfolio Partners
Kansas
$2.35M – – –
LPP
287
Life Planning Partners
Florida
$2.34M +$296K +4,411 +14%
TIAA Trust, National Association
288
TIAA Trust, National Association
North Carolina
$2.3M +$395K +5,890 +21%
ANB
289
Amarillo National Bank
Texas
$2.28M – – –
PWA
290
Physician Wealth Advisors
Utah
$2.24M +$25.1K +375 +1%
EWA
291
EP Wealth Advisors
California
$2.24M -$1.67M -24,987 -43%
PAG
292
Poinciana Advisors Group
Florida
$2.24M +$489K +7,302 +28%
YWM
293
Yoder Wealth Management
California
$2.11M -$48.8K -728 -2%
GVAG
294
Great Valley Advisor Group
Delaware
$2.11M -$1.47K -22 -0.1%
AFA
295
Allium Financial Advisors
Oregon
$2.09M – – –
KCPG
296
Kavar Capital Partners Group
Kansas
$2.09M +$268 +4 +0%
CAM
297
Clark Asset Management
New Hampshire
$2.07M +$803K +11,978 +63%
AWM
298
Accurate Wealth Management
Florida
$2.05M +$2.05M +30,148 New
SIC
299
SJS Investment Consulting
Ohio
$2.04M +$251K +3,740 +14%
BWM
300
BCO Wealth Management
New Mexico
$2.01M -$5.96K -89 -0.3%
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