DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

695 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, 208 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
9.44%
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
208
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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$73.9M +$5.71M +94,467 +8%
DPW
27
DiNuzzo Private Wealth
Pennsylvania
$72.4M -$348K -5,760 -0.5%
SC
28
SouthState Corp
Florida
$71.6M +$71.6M +1,184,226 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$70.5M +$4.26M +70,466 +6%
MWM
30
Modera Wealth Management
New Jersey
$69.3M -$580K -9,585 -0.8%
MAC
31
Mason & Associates (California)
California
$64.7M -$2.07M -34,285 -3%
CPIG
32
Chicago Partners Investment Group
Illinois
$64M +$2.39M +39,348 +4%
AAM
33
Austin Asset Management
Texas
$63.4M -$1.46M -24,192 -2%
CL
34
Choreo LLC
Illinois
$61.7M -$325K -5,370 -0.5%
FG
35
Foster Group
Iowa
$61.6M -$373K -6,163 -0.6%
SC
36
Savant Capital
Illinois
$59.7M -$2.35M -38,885 -4%
EAM
37
Evanson Asset Management
California
$58.7M -$107K -1,765 -0.2%
CFO
38
Colony Family Offices
North Carolina
$58.1M -$1.33M -21,954 -2%
Bank of America
39
Bank of America
North Carolina
$57.2M +$13.6M +225,158 +31%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$56.1M +$285K +4,710 +0.5%
PWM
41
PBMares Wealth Management
Virginia
$49.4M +$4.18M +69,187 +9%
HWMT
42
Heritage Wealth Management (Texas)
Texas
$47.3M -$1.12M -18,570 -2%
QWM
43
Quadcap Wealth Management
Texas
$46.6M +$6.23M +102,974 +15%
1WM
44
1900 Wealth Management
Texas
$46.3M -$238K -3,929 -0.5%
OFP
45
OLIO Financial Planning
Virginia
$46M +$5.76M +95,197 +14%
WCWM
46
Willow Creek Wealth Management
California
$45M +$1.84M +30,362 +4%
Truist Financial
47
Truist Financial
North Carolina
$44M -$7.07M -116,923 -14%
RCI
48
RS Crum Inc
California
$42M -$1.07M -17,631 -2%
AC
49
Apella Capital
Connecticut
$42M +$3.35M +57,052 +9%
WMN
50
Wealth Management Nebraska
Nebraska
$41.5M +$5.18M +85,643 +14%
1
2
3 4 5