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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
FCA
451
Fortis Capital Advisors
Kansas
$802K
Baird Financial Group
452
Baird Financial Group
Wisconsin
$798K -$13.9K -200 -2%
SWM
453
Seaside Wealth Management
California
$796K
DAS
454
Diversify Advisory Services
Utah
$784K +$488 +7 +0.1%
CAG
455
Csenge Advisory Group
Florida
$778K -$106K -1,527 -12%
SFP
456
Sterling Financial Planning
New Jersey
$771K -$3.69K -53 -0.5%
GWM
457
Geneos Wealth Management
Colorado
$769K -$276K -3,959 -27%
LBC
458
Lowe Brockenbrough & Co
Virginia
$763K
DPI
459
Diversified Portfolios Inc
Michigan
$758K -$50K -718 -6%
WWC
460
Waypoint Wealth Counsel
Georgia
$753K
RWM
461
Ritholtz Wealth Management
New York
$751K
PAG
462
Private Advisory Group
Washington
$751K
WTC
463
WhitTier Trust Company
Nevada
$747K
TCM
464
TruNorth Capital Management
Michigan
$741K
NSG
465
Nalls Sherbakoff Group
Tennessee
$739K +$1.53K +22 +0.2%
SWA
466
SFMG Wealth Advisors
Texas
$737K +$139 +2 +0%
CCM
467
Condor Capital Management
New Jersey
$731K
TCM
468
Towneley Capital Management
California
$719K +$1.74K +25 +0.3%
CCM
469
Coldstream Capital Management
Washington
$719K -$46.8K -672 -6%
GWA
470
Geometric Wealth Advisors
District of Columbia
$716K
MWA
471
Midland Wealth Advisors
Illinois
$702K +$1.46K +21 +0.2%
RWRC
472
R.W. Roge & Company
New York
$697K -$31.4K -451 -4%
CSI
473
Cross Staff Investments
New York
$694K
SVWAG
474
Sound View Wealth Advisors Group
Georgia
$690K +$4.81K +69 +0.7%
BF
475
Brogan Financial
Tennessee
$690K +$1.67K +24 +0.3%