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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 %
IWM
351
IHT Wealth Management
Illinois
$1.21M -$12.3K -204 -1%
WCM
352
Warburton Capital Management
Oklahoma
$1.2M +$658K +10,886 +121%
DWM
353
Drive Wealth Management
Utah
$1.18M +$92.5K +1,529 +9%
AWM
354
Axxcess Wealth Management
California
$1.18M +$1.18M +19,464 New
SAM
355
Smartleaf Asset Management
Massachusetts
$1.18M – – –
AUB
356
Atlantic Union Bankshares
Virginia
$1.17M – – –
FFG
357
First Financial Group
North Carolina
$1.15M – – –
BP
358
BWM Planning
Texas
$1.15M -$11.2K -186 -1%
CAM
359
Clark Asset Management
New Hampshire
$1.14M +$242 +4 +0%
OFA
360
Onyx Financial Advisors
Idaho
$1.12M +$60 +1 +0%
MFWP
361
Mosaic Family Wealth Partners
Missouri
$1.11M – – –
CWD
362
Clarity Wealth Development
Oregon
$1.11M -$73.3K -1,223 -6%
SIC
363
Samalin Investment Counsel
New York
$1.1M +$758K +12,525 +220%
CCWA
364
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M -$24.6K -407 -2%
CWP
365
Cyndeo Wealth Partners
Florida
$1.07M – – –
PFA
366
Professional Financial Advisors
Nebraska
$1.06M +$2.36K +39 +0.2%
JSL
367
JT Stratford LLC
Georgia
$1.06M +$158K +2,606 +17%
LP
368
LGL Partners
Pennsylvania
$1.04M -$2.33M -38,570 -69%
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$1.03M – – –
ACP
370
Aviance Capital Partners
Florida
$1.03M +$1.03M +16,986 New
EIA
371
Eldridge Investment Advisors
New Hampshire
$1.02M – – –
CWA
372
Canvas Wealth Advisors
Kansas
$1.02M +$127K +2,221 +14%
FIC
373
Family Investment Center
Missouri
$1.01M +$726 +12 +0.1%
TYCC
374
Texas Yale Capital Corp
Florida
$1.01M -$2K -33 -0.2%
PGFC
375
Peapack-Gladstone Financial Corp
New Jersey
$1.01M +$24.2K +400 +2%
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