DFUS icon

Dimensional US Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EW
426
Evoke Wealth
California
$826K +$63.7K +951 +8%
JWCA
427
J.W. Cole Advisors
Florida
$823K +$823K +12,283 New
Franklin Resources
428
Franklin Resources
California
$822K +$2.21K +33 +0.3%
Ameriprise
429
Ameriprise
Minnesota
$820K
Empower Advisory Group
430
Empower Advisory Group
Colorado
$818K
CFFP
431
Center for Financial Planning
Michigan
$817K
Wells Fargo
432
Wells Fargo
California
$814K -$223K -3,329 -22%
WP
433
Wealthspan Partners
Iowa
$814K -$5.63K -84 -0.7%
MA
434
Montag & Associates
Georgia
$814K -$2.61M -38,903 -76%
QCM
435
QRG Capital Management
Illinois
$804K +$8.45K +126 +1%
BCA
436
Bay Colony Advisors
Massachusetts
$799K +$25.8K +385 +3%
KA
437
Klingman & Associates
New York
$786K
CAG
438
Csenge Advisory Group
Florida
$784K +$51.4K +804 +7%
TFM
439
Trademark Financial Management
Minnesota
$777K
CRC
440
Curi RMB Capital
Illinois
$770K +$83.6K +1,247 +12%
CB
441
Commerce Bank
Missouri
$763K -$168K -2,504 -18%
Baird Financial Group
442
Baird Financial Group
Wisconsin
$752K -$238K -3,555 -24%
DPI
443
Diversified Portfolios Inc
Michigan
$749K
BAM
444
Belpointe Asset Management
Nevada
$742K
FCA
445
Fortis Capital Advisors
Kansas
$742K
NP
446
NorthRock Partners
Minnesota
$740K +$2.01K +30 +0.3%
SWM
447
Seaside Wealth Management
California
$736K
DAS
448
Diversify Advisory Services
Utah
$736K -$252K -3,605 -25%
EFG
449
Everhart Financial Group
Ohio
$726K
SFP
450
Sterling Financial Planning
New Jersey
$717K +$38.5K +575 +6%