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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 %
CIA
476
Cape Investment Advisory
Georgia
$519K +$18.9K +312 +4%
MFS
477
Madrona Financial Services
Washington
$517K – – –
BIG
478
Builder Investment Group
Georgia
$515K +$143K +2,369 +39%
FF
479
Francis Financial
$508K – – –
BGWM
480
Bridge Generations Wealth Management
Florida
$506K – – –
OMC
481
Old Mission Capital
Illinois
$503K +$503K +8,316 New
SP
482
Stonebrook Private
Michigan
$501K -$61.3K -1,014 -11%
FDCP
483
Foster Dykema Cabot & Partners
Massachusetts
$501K – – –
SA
484
Stewardship Advisors
Pennsylvania
$499K +$83.2K +1,375 +20%
RWM
485
Rockwood Wealth Management
Pennsylvania
$487K – – –
FWTB
486
First Western Trust Bank
Colorado
$483K – – –
LIM
487
Leavell Investment Management
Alabama
$478K +$85.6K +1,415 +22%
PFA
488
Pure Financial Advisors
California
$473K -$30.2K -499 -6%
AIA
489
Allied Investment Advisors
Montana
$469K – – –
NB
490
Nicolet Bankshares
Wisconsin
$468K – – –
BMCM
491
Bryn Mawr Capital Management
Pennsylvania
$465K – – –
MCM
492
M1 Capital Management
Michigan
$456K – – –
PWA
493
PCG Wealth Advisors
Kansas
$454K – – –
SCM
494
SOL Capital Management
Maryland
$452K +$186K +3,080 +70%
PC
495
Peavine Capital
Nevada
$450K – – –
WWM
496
Westwood Wealth Management
California
$449K – – –
SVWG
497
Shared Vision Wealth Group
United States
$441K – – –
FRA
498
Frank Rimerman Advisors
California
$435K – – –
GI
499
Gradient Investments
Minnesota
$428K +$190K +3,141 +80%
BCM
500
Becker Capital Management
Oregon
$426K – – –
18 19
20
21 22