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Dimensional US Equity ETF
DFUS

Overview Fund Activity

725 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, 298 increasing their positions, 191 reducing their positions, and 21 closing their positions.

Holders
725
Holders Change
+30
Holders Change %
+4.32%
% of All Funds
9.74%
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
298
Reduced
191
Closed
21
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

1
MPW
1
MASECO Private Wealth
$529M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.88B
3
AC
3
Apella Capital
Connecticut
$79.4M
4
Mariner
4
Mariner
Kansas
$133M
5
PFG
5
Premier Financial Group
California
$26.2M

Top Sellers

1
MAC
1
Mason & Associates (California)
California
$34.3M
2
AssetMark Inc
2
AssetMark Inc
California
$46.7M
3
AIS
3
American Investment Services
Massachusetts
$10.4M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$542M
5
SC
5
SouthState Corp
Florida
$60.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$82.2M 1,226,641 +61,680 +5%
DPW
27
DiNuzzo Private Wealth
Pennsylvania
$82.1M 1,224,999 +27,218 +2%
FFM
28
Forum Financial Management
Illinois
$81.7M 1,219,630 -12,816 -1%
MWM
29
Modera Wealth Management
New Jersey
$80.8M 1,205,949 +60,542 +5%
AC
30
Apella Capital
Connecticut
$79.4M 1,177,252 +461,706 +65%
CPIG
31
Chicago Partners Investment Group
Illinois
$74.4M 1,081,221 +27,741 +3%
Bank of America
32
Bank of America
North Carolina
$73.1M 1,090,394 +145,257 +15%
CFO
33
Colony Family Offices
North Carolina
$69M 1,029,271 +68,898 +7%
FG
34
Foster Group
Iowa
$68M 1,013,963 -5,100 -0.5%
CL
35
Choreo LLC
Illinois
$67.7M 1,009,455 -10,100 -1%
AAM
36
Austin Asset Management
Texas
$66.1M 985,771 -62,193 -6%
SC
37
Savant Capital
Illinois
$63.8M 952,690 -35,192 -4%
EAM
38
Evanson Asset Management
California
$63.5M 946,784 -23,028 -2%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$61.1M 912,390 -15,797 -2%
PWM
40
PBMares Wealth Management
Virginia
$61.1M 911,954 +95,254 +12%
SC
41
SouthState Corp
Florida
$60.9M 908,286 -275,940 -23%
HWMT
42
Heritage Wealth Management (Texas)
Texas
$59.1M 882,747 +99,947 +13%
QWM
43
Quadcap Wealth Management
Texas
$56.1M 837,611 +67,441 +9%
OFP
44
OLIO Financial Planning
Virginia
$54.3M 809,909 +49,526 +7%
WCWM
45
Willow Creek Wealth Management
California
$53.4M 796,649 +52,789 +7%
1WM
46
1900 Wealth Management
Texas
$51.4M 766,624 +573 +0.1%
EMC
47
Everest Management Corp
California
$50.3M 750,294 +111,766 +18%
WMN
48
Wealth Management Nebraska
Nebraska
$48.1M 721,271 +34,931 +5%
Truist Financial
49
Truist Financial
North Carolina
$47.7M 712,470 -14,596 -2%
AssetMark Inc
50
AssetMark Inc
California
$46.7M 696,320 -540,898 -44%
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