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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
PSP
426
Principal Street Partners
Tennessee
$947K -$906K -13,005 -50%
FPCG
427
Forum Private Client Group
Indiana
$940K +$12.8K +183 +1%
PFA
428
Pure Financial Advisors
California
$938K +$1.32K +19 +0.1%
IA
429
IFG Advisors
Missouri
$937K
MAMG
430
Milestone Asset Management Group
Connecticut
$933K +$1.25K +18 +0.1%
JWCA
431
J.W. Cole Advisors
Florida
$929K +$37.5K +538 +4%
FIC
432
Family Investment Center
Missouri
$908K -$18.5K -266 -2%
SRWM
433
Shira Ridge Wealth Management
California
$900K
HA
434
Hanover Advisors
South Carolina
$898K -$11.1K -160 -1%
EFG
435
Everhart Financial Group
Ohio
$897K +$109K +1,559 +14%
LWL
436
Leo Wealth LLC
Texas
$893K -$70.8K -1,016 -8%
EW
437
Evoke Wealth
California
$893K
Franklin Resources
438
Franklin Resources
California
$891K +$2.09K +30 +0.2%
AF
439
Advisornet Financial
Minnesota
$883K -$10.2K -146 -1%
CFFP
440
Center for Financial Planning
Michigan
$883K
Wells Fargo
441
Wells Fargo
California
$880K
MA
442
Montag & Associates
Georgia
$879K
WP
443
Wealthspan Partners
Iowa
$877K -$2.79K -40 -0.3%
KA
444
Klingman & Associates
New York
$849K
CRC
445
Curi RMB Capital
Illinois
$835K +$1.81K +26 +0.2%
TFM
446
Trademark Financial Management
Minnesota
$833K -$6.97K -100 -0.9%
CB
447
Commerce Bank
Missouri
$825K
RIP
448
RAM Investment Partners
Washington
$804K +$320K +4,600 +71%
NP
449
NorthRock Partners
Minnesota
$802K +$1.88K +27 +0.2%
BAM
450
Belpointe Asset Management
Nevada
$802K