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Dimensional US Equity ETF
DFUS

Overview Fund Activity

728 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, 299 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+33
Holders Change %
+4.75%
% of All Funds
9.76%
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
299
Reduced
193
Closed
21
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$2.88B
2
AC
Apella Capital
Connecticut
$79.4M
3
Mariner
Mariner
Kansas
$133M
4
GCM
G2 Capital Management
Ohio
$146M
5
FIM
Freedom Investment Management
Connecticut
$44.6M

Top Sellers

1
MAC
Mason & Associates (California)
California
$34.3M
2
AssetMark Inc
AssetMark Inc
California
$46.7M
3
AIS
American Investment Services
Massachusetts
$10.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$542M
5
SC
SouthState Corp
Florida
$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
401
Prestige Wealth Management Group
New Jersey
$947K -$97.2K -1,450 -9%
DWM
402
Drive Wealth Management
Utah
$944K -$362K -5,405 -28%
FH
403
Financial Harvest
Florida
$937K +$937K +13,981 New
MSF
404
Mustard Seed Financial
Arkansas
$924K +$67 +1 +0%
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$916K +$916K +13,667 New
CSIC
406
Clifford Swan Investment Counsel
California
$914K – – –
PWM
407
Perigon Wealth Management
California
$913K +$271K +4,040 +42%
MWPCG
408
Measured Wealth Private Client Group
New Hampshire
$909K -$97.9K -1,461 -10%
PFM
409
Phillips Financial Management
Indiana
$909K +$1.54K +23 +0.2%
Bank of New York Mellon
410
Bank of New York Mellon
New York
$903K -$15.4K -230 -2%
LWL
411
Leo Wealth LLC
Texas
$894K +$2.41K +36 +0.3%
NGA
412
Naples Global Advisors
Florida
$881K – – –
SAM
413
SP Asset Management
California
$875K +$2.35K +35 +0.3%
IA
414
IFG Advisors
Missouri
$867K -$23K -343 -3%
PFA
415
Pure Financial Advisors
California
$866K +$342K +5,109 +65%
MAMG
416
Milestone Asset Management Group
Connecticut
$862K +$1.34K +20 +0.2%
FIC
417
Family Investment Center
Missouri
$858K -$265K -3,948 -24%
FPCG
418
Forum Private Client Group
Indiana
$858K +$10.2K +152 +1%
CIA
419
Compass Ion Advisors
Pennsylvania
$854K +$2.35K +35 +0.3%
CPA
420
Cathy Pareto & Associates
Florida
$845K +$75.9K +1,133 +10%
HA
421
Hanover Advisors
South Carolina
$842K +$160K +2,391 +24%
SRWM
422
Shira Ridge Wealth Management
California
$833K +$1.01K +15 +0.1%
MF
423
Montis Financial
Massachusetts
$832K +$1.14K +17 +0.1%
AF
424
Advisornet Financial
Minnesota
$827K -$9.58K -143 -1%
EW
425
Evoke Wealth
California
$826K +$63.7K +951 +8%
15 16
17
18 19