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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 50 funds opening new positions, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | 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: 740761 (+21)

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
+21
Holders Change %
+2.84%
% 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
50
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
401
WestHill Financial Advisors
California
$1.07M -$1.04K -15 -0.1%
BFA
402
Beacon Financial Advisory
Ohio
$1.06M -$25.9K -372 -2%
Ameriprise
403
Ameriprise
Minnesota
$1.06M +$164K +2,351 +19%
MG
404
Mather Group
Illinois
$1.05M -$31.2K -448 -3%
GA
405
Greenspring Advisors
Maryland
$1.05M +$1.01M +14,466 New
MHWM
406
Montz Harcus Wealth Management
Louisiana
$1.04M +$2.51K +36 +0.3%
SAM
407
Summit Asset Management
Tennessee
$1.04M
W
408
WorthPointe
California
$1.04M
WN
409
Williams & Novak
California
$1.02M -$28.1K -404 -3%
PWMG
410
Prestige Wealth Management Group
New Jersey
$1.02M
CIA
411
Compass Ion Advisors
Pennsylvania
$1.02M +$93.7K +1,345 +11%
FH
412
Financial Harvest
Florida
$1.01M +$279 +4 +0%
CB
413
Cadence Bank
Mississippi
$1M -$21K -301 -2%
MSF
414
Mustard Seed Financial
Arkansas
$998K +$70 +1 +0%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$990K
CSIC
416
Clifford Swan Investment Counsel
California
$988K
PWM
417
Perigon Wealth Management
California
$987K
PFM
418
Phillips Financial Management
Indiana
$984K +$1.53K +22 +0.2%
MWPCG
419
Measured Wealth Private Client Group
New Hampshire
$982K
PMG
420
Private Management Group
California
$979K -$76.6K -1,100 -8%
Bank of New York Mellon
421
Bank of New York Mellon
New York
$966K -$9.34K -134 -1%
SIAG
422
Safeguard Investment Advisory Group
California
$954K -$532K -7,633 -37%
NGA
423
Naples Global Advisors
Florida
$953K
SAM
424
SP Asset Management
California
$948K +$2.3K +33 +0.3%
CPA
425
Cathy Pareto & Associates
Florida
$948K +$33.6K +482 +4%