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Dimensional US Equity ETF
DFUS

Overview Fund Activity

729 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, 300 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+33
Holders Change %
+4.74%
% of All Funds
9.77%
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
300
Reduced
193
Closed
21
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$162M
2
AC
Apella Capital
Connecticut
+$31.1M
3
Mariner
Mariner
Kansas
+$26.9M
4
GCM
G2 Capital Management
Ohio
+$25.7M
5
FIM
Freedom Investment Management
Connecticut
+$24.6M

Top Sellers

1
MAC
Mason & Associates (California)
California
-$37.4M
2
AssetMark Inc
AssetMark Inc
California
-$36.3M
3
AIS
American Investment Services
Massachusetts
-$32.1M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$19.9M
5
SC
SouthState Corp
Florida
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWTB
501
First Western Trust Bank
Colorado
$536K – – –
IF
502
Ironwood Financial
Arizona
$530K – – –
KFG
503
Kelly Financial Group
Connecticut
$527K +$106K +1,581 +25%
LWM
504
Lionshead Wealth Management
New York
$522K +$522K +7,795 New
AIA
505
Allied Investment Advisors
Montana
$520K – – –
NB
506
Nicolet Bankshares
Wisconsin
$518K – – –
TFP
507
Traction Financial Partners
Wyoming
$516K -$79.4K -1,184 -13%
BMCM
508
Bryn Mawr Capital Management
Pennsylvania
$515K – – –
PW
509
Paladin Wealth
Minnesota
$511K +$511K +7,621 New
SCM
510
SOL Capital Management
Maryland
$505K +$4.02K +60 +0.8%
SVWG
511
Shared Vision Wealth Group
United States
$500K – – –
PC
512
Peavine Capital
Nevada
$498K – – –
WWM
513
Westwood Wealth Management
California
$497K – – –
LCWP
514
Legacy Capital Wealth Partners
Arkansas
$497K +$497K +7,411 New
ME
515
McIlrath & Eck
Washington
$494K -$464K -6,924 -48%
FRA
516
Frank Rimerman Advisors
California
$482K – – –
BCM
517
Becker Capital Management
Oregon
$472K – – –
CIA
518
Cladis Investment Advisory
Montana
$470K – – –
HCA
519
Heck Capital Advisors
Wisconsin
$468K +$468K +6,987 New
TA
520
TFB Advisors
Kansas
$466K -$133K -1,991 -22%
ECM
521
Evergreen Capital Management
Washington
$465K – – –
NDWM
522
New Dimensions Wealth Management
Texas
$463K +$67 +1 +0%
KBFS
523
Kohmann Bosshard Financial Services
Ohio
$463K – – –
SP
524
Stonebrook Private
Michigan
$460K -$95.3K -1,422 -17%
SWM
525
SpringVest Wealth Management
Texas
$455K +$455K +6,793 New
19 20
21
22 23