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DFUS

Dimensional US Equity ETF

761 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 739761 (+22)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
761
Holders Change
+22
Holders Change %
+2.98%
% of All Funds
9.99%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
51
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
326
Nicholas Hoffman & Company
Georgia
$1.84M -$488 -7 -0%
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
$1.82M +$47.9K +688 +3%
FWP
328
FAS Wealth Partners
Kansas
$1.82M +$3.55K +51 +0.2%
SOAG
329
Silver Oak Advisory Group
Oregon
$1.8M -$12.1K -174 -0.7%
CC
330
Citrine Capital
California
$1.77M
4WM
331
49 Wealth Management
Texas
$1.77M +$4.25K +61 +0.3%
IFG
332
Independent Financial Group
California
$1.76M +$279 +4 +0%
PA
333
Parallel Advisors
California
$1.75M -$70 -1 -0%
FWP
334
Falcon Wealth Planning
California
$1.74M -$147K -2,117 -8%
WAM
335
WNY Asset Management
New York
$1.74M +$2.51K +36 +0.1%
BB
336
Bell Bank
North Dakota
$1.74M -$29.7K -426 -2%
MT
337
Midwest Trust
Kansas
$1.73M -$5.71K -82 -0.3%
AWM
338
Arista Wealth Management
Nevada
$1.73M
TI
339
Truepoint Inc
Ohio
$1.72M
FOA
340
Five Oceans Advisors
California
$1.72M -$3.21K -46 -0.2%
SA
341
Sanctuary Advisors
Indiana
$1.7M +$191K +2,740 +13%
DADC
342
D.A. Davidson & Co
Montana
$1.68M +$8.36K +120 +0.5%
AWM
343
AE Wealth Management
Kansas
$1.68M -$31K -445 -2%
RTL
344
Red Tortoise LLC
Georgia
$1.68M +$1.25K +18 +0.1%
KF
345
K2 Financial
California
$1.63M -$5.02K -72 -0.3%
PFBT
346
Parkside Financial Bank & Trust
Missouri
$1.62M
BFS
347
Beacon Financial Strategies
North Carolina
$1.61M
SFP
348
SwitchPoint Financial Planning
Utah
$1.6M
WCP
349
Wick Capital Partners
Pennsylvania
$1.59M -$4.27M -61,223 -74%
LIWM
350
Long Island Wealth Management
New York
$1.59M