DFUS icon

Dimensional US Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LBC
451
Lowe Brockenbrough & Co
Virginia
$706K -$71.1K -1,061 -9%
WWC
452
Waypoint Wealth Counsel
Georgia
$697K
RWM
453
Ritholtz Wealth Management
New York
$695K
PAG
454
Private Advisory Group
Washington
$694K
FA
455
Faithward Advisors
Pennsylvania
$691K +$7.04K +105 +1%
WTC
456
WhitTier Trust Company
Nevada
$688K
TCM
457
TruNorth Capital Management
Michigan
$685K
SWA
458
SFMG Wealth Advisors
Texas
$682K -$7.71K -115 -1%
MCM
459
MAI Capital Management
Ohio
$678K +$1.61K +24 +0.2%
CCM
460
Condor Capital Management
New Jersey
$676K
RWRC
461
R.W. Roge & Company
New York
$675K -$64.6K -965 -9%
BWMG
462
Bannerman Wealth Management Group
Texas
$673K
BIG
463
Builder Investment Group
Georgia
$669K +$99K +1,477 +17%
MPW
464
Magnolia Private Wealth
Pennsylvania
$665K -$13.3M -198,906 -95%
TCM
465
Towneley Capital Management
California
$663K +$1.81K +27 +0.3%
GWA
466
Geometric Wealth Advisors
District of Columbia
$662K
IF
467
Integrity Financial
Wyoming
$650K +$350K +5,221 +116%
MWA
468
Midland Wealth Advisors
Illinois
$648K -$3.42K -51 -0.5%
CSI
469
Cross Staff Investments
New York
$642K
EFS
470
Essex Financial Services
Connecticut
$637K -$166K -2,481 -21%
BF
471
Brogan Financial
Tennessee
$637K +$1.68K +25 +0.3%
Goldman Sachs
472
Goldman Sachs
New York
$635K +$635K +9,473 New
SVWAG
473
Sound View Wealth Advisors Group
Georgia
$634K
CTC
474
Central Trust Company
Missouri
$621K +$212K +3,160 +52%
SA
475
Sincerus Advisory
New York
$619K -$55.6K -804 -8%