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Dimensional US Equity ETF
DFUS

Overview Fund Activity

729 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, 300 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+33
Holders Change %
+4.74%
% of All Funds
9.77%
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
300
Reduced
193
Closed
21
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$162M
2
AC
Apella Capital
Connecticut
+$31.1M
3
Mariner
Mariner
Kansas
+$26.9M
4
GCM
G2 Capital Management
Ohio
+$25.7M
5
FIM
Freedom Investment Management
Connecticut
+$24.6M

Top Sellers

1
MAC
Mason & Associates (California)
California
-$37.4M
2
AssetMark Inc
AssetMark Inc
California
-$36.3M
3
AIS
American Investment Services
Massachusetts
-$32.1M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$19.9M
5
SC
SouthState Corp
Florida
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
326
Sensible Money
Arizona
$1.7M +$51K +761 +3%
FWP
327
FAS Wealth Partners
Kansas
$1.68M +$3.69K +55 +0.2%
SOAG
328
Silver Oak Advisory Group
Oregon
$1.67M – – –
CC
329
Citrine Capital
California
$1.64M – – –
BB
330
Bell Bank
North Dakota
$1.64M -$8.11K -121 -0.5%
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$1.64M +$167K +2,490 +11%
4WM
332
49 Wealth Management
Texas
$1.63M +$4.42K +66 +0.3%
PA
333
Parallel Advisors
California
$1.62M +$3.82K +57 +0.2%
WAM
334
WNY Asset Management
New York
$1.61M +$2.61K +39 +0.2%
MT
335
Midwest Trust
Kansas
$1.61M +$1.61M +24,000 New
AWM
336
Arista Wealth Management
Nevada
$1.6M – – –
FOA
337
Five Oceans Advisors
California
$1.6M +$135K +2,017 +9%
TI
338
Truepoint Inc
Ohio
$1.6M – – –
IAN
339
Integrated Advisors Network
Texas
$1.59M +$18.5K +276 +1%
AWM
340
AE Wealth Management
Kansas
$1.58M +$110K +1,643 +7%
CIM
341
Cambria Investment Management
California
$1.57M +$1.57M +23,454 New
EF
342
Empowered Funds
Pennsylvania
$1.57M +$1.57M +23,454 New
RTL
343
Red Tortoise LLC
Georgia
$1.55M +$1.34K +20 +0.1%
DADC
344
D.A. Davidson & Co
Montana
$1.55M -$7.24K -108 -0.5%
KF
345
K2 Financial
California
$1.53M +$29.7K +441 +2%
PFBT
346
Parkside Financial Bank & Trust
Missouri
$1.5M – – –
SFP
347
SwitchPoint Financial Planning
Utah
$1.48M +$39.9K +596 +3%
WCP
348
Wick Capital Partners
Pennsylvania
$1.47M +$1.08M +61,223 +279%
AC
349
Applied Capital
Arkansas
$1.47M -$8.11K -121 -0.5%
LIWM
350
Long Island Wealth Management
New York
$1.47M – – –
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