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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 %
EPP
276
ETF Portfolio Partners
Kansas
$2.12M – – –
CFGA
277
Cambridge Financial Group (Arizona)
Arizona
$2.08M -$99.8K -1,652 -5%
ANB
278
Amarillo National Bank
Texas
$2.06M – – –
Jane Street
279
Jane Street
New York
$2.05M +$2.05M +33,846 New
PWA
280
Physician Wealth Advisors
Utah
$2M +$276K +4,568 +16%
XPN
281
XY Planning Network
Montana
$1.99M -$61.6K -1,018 -3%
YWM
282
Yoder Wealth Management
California
$1.95M -$37.5K -620 -2%
SFC
283
Strategic Financial Concepts
Texas
$1.94M – – –
PFP
284
Pinnacle Financial Partners
Tennessee
$1.92M – – –
GVAG
285
Great Valley Advisor Group
Delaware
$1.91M +$60 +1 +0%
AFA
286
Allium Financial Advisors
Oregon
$1.89M +$1.89M +31,246 New
KCPG
287
Kavar Capital Partners Group
Kansas
$1.89M +$1.51K +25 +0.1%
TH
288
Team Hewins
California
$1.85M -$44.9K -743 -2%
LPP
289
Life Planning Partners
Florida
$1.85M +$171K +2,827 +10%
US Bancorp
290
US Bancorp
Minnesota
$1.83M – – –
BWM
291
BCO Wealth Management
New Mexico
$1.82M +$15.2K +252 +0.8%
BBHC
292
Brown Brothers Harriman & Co
New York
$1.81M +$1.81M +29,864 New
AWM
293
Aprio Wealth Management
Georgia
$1.8M +$302 +5 +0%
GJIA
294
Glass Jacobson Investment Advisors
Maryland
$1.77M – – –
APP
295
Avantax Planning Partners
Iowa
$1.75M – – –
DW
296
Dodds Wealth
Colorado
$1.73M -$10.2K -168 -0.6%
TIAA Trust, National Association
297
TIAA Trust, National Association
North Carolina
$1.72M +$65.3K +1,079 +4%
S
298
SignatureFD
Georgia
$1.7M – – –
AWP
299
Abacus Wealth Partners
California
$1.69M – – –
SW
300
Simplicity Wealth
New Jersey
$1.67M +$1.42M +23,509 +580%
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