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Dimensional US Equity ETF
DFUS

Overview Fund Activity

696 hedge funds and large institutions have $10.6B invested in Dimensional US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 209 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
9.45%
Holding in Top 10
117
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.74%
% of All Funds
1.59%
New
46
Increased
262
Reduced
209
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$1.03B
2
LPL Financial
LPL Financial
California
+$71.9M
3
SC
SouthState Corp
Florida
+$71.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$46.6M
5
RFP
Root Financial Partners
California
+$34.9M

Top Sellers

1
CW
Curio Wealth
Maryland
-$4.23B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$62M
3
EFP
Elser Financial Planning
Indiana
-$58.1M
4
IFA
Index Fund Advisors
California
-$38.9M
5
EP
Essential Planning
New Hampshire
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Condor Capital Management
New Jersey
$610K – – –
MCM
452
MAI Capital Management
Ohio
$610K +$32.4K +535 +6%
BWMG
453
Bannerman Wealth Management Group
Texas
$608K – – –
TFA
454
TPG Financial Advisors
Oregon
$607K -$35.1K -581 -5%
GWA
455
Geometric Wealth Advisors
District of Columbia
$598K – – –
CPRC
456
Consolidated Portfolio Review Corp
New York
$597K +$245K +4,046 +69%
TCM
457
Towneley Capital Management
California
$597K -$40.6K -671 -6%
SA
458
Sincerus Advisory
New York
$591K +$2K +33 +0.3%
MWA
459
Midland Wealth Advisors
Illinois
$588K -$9.31K -154 -2%
PWM
460
Perigon Wealth Management
California
$579K +$159K +2,629 +38%
CSI
461
Cross Staff Investments
New York
$579K – – –
GA
462
Greenspring Advisors
Maryland
$578K -$18.9K -313 -3%
BF
463
Brogan Financial
Tennessee
$573K +$1.33K +22 +0.2%
SVWAG
464
Sound View Wealth Advisors Group
Georgia
$572K – – –
IFS
465
Intelligent Financial Strategies
Minnesota
$551K -$51K -843 -8%
VWA
466
Visionary Wealth Advisors
Illinois
$549K -$29.1K -481 -5%
LGWM
467
Litman Gregory Wealth Management
California
$543K – – –
TA
468
TFB Advisors
Kansas
$541K -$5.14K -85 -0.9%
TFP
469
Traction Financial Partners
Wyoming
$538K +$108K +1,788 +25%
MMA
470
Miracle Mile Advisors
California
$534K -$26.1K -432 -5%
SF
471
Safeguard Financial
Wisconsin
$533K -$876K -14,483 -62%
IF
472
Ironwood Financial
Arizona
$530K -$27.2K -450 -5%
BAWC
473
Boyce & Associates Wealth Consulting
Texas
$524K +$968 +16 +0.2%
AP
474
Aspect Partners
Virginia
$522K – – –
QHA
475
Quarry Hill Advisors
Minnesota
$520K -$2.18K -36 -0.4%
17 18
19
20 21