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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 %
WAM
326
WNY Asset Management
New York
$1.45M +$1.94K +32 +0.1%
AWM
327
Arista Wealth Management
Nevada
$1.44M – – –
TI
328
Truepoint Inc
Ohio
$1.44M – – –
MFG
329
Merit Financial Group
Georgia
$1.43M +$129K +2,136 +10%
RA
330
RFG Advisory
Alabama
$1.42M -$93.5K -1,546 -6%
IAN
331
Integrated Advisors Network
Texas
$1.42M -$383K -6,334 -21%
SIAG
332
Safeguard Investment Advisory Group
California
$1.41M -$17K -281 -1%
DADC
333
D.A. Davidson & Co
Montana
$1.4M +$254K +4,207 +22%
RTL
334
Red Tortoise LLC
Georgia
$1.4M +$968 +16 +0.1%
PFBT
335
Parkside Financial Bank & Trust
Missouri
$1.35M +$137K +2,264 +11%
AC
336
Applied Capital
Arkansas
$1.33M -$63.3K -1,046 -5%
AWM
337
AE Wealth Management
Kansas
$1.33M -$26K -430 -2%
WCP
338
Wick Capital Partners
Pennsylvania
$1.33M +$100K +1,656 +8%
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$1.33M +$184K +3,036 +16%
LIWM
340
Long Island Wealth Management
New York
$1.33M +$1.33M +21,929 New
FOA
341
Five Oceans Advisors
California
$1.32M -$178K -2,947 -12%
SPIA
342
Steward Partners Investment Advisory
New York
$1.32M +$302K +4,988 +30%
FCI
343
Financial Counselors Inc
Kansas
$1.31M -$20.9K -345 -2%
SFP
344
SwitchPoint Financial Planning
Utah
$1.3M -$235K -3,882 -15%
CPSAC
345
Chas P. Smith & Associates (CPS)
Florida
$1.29M – – –
USCWA
346
U.S. Capital Wealth Advisors
Texas
$1.28M -$60.5K -1,000 -4%
KeyBank National Association
347
KeyBank National Association
Ohio
$1.27M -$69.6K -1,150 -5%
MWC
348
MBM Wealth Consultants
Missouri
$1.26M – – –
KF
349
K2 Financial
California
$1.23M +$36.8K +662 +3%
WN
350
Williams & Novak
California
$1.21M +$79.9K +1,316 +7%
12 13
14
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