DFUS icon

Dimensional US Equity ETF

747 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 272 increasing their positions, 229 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$401M
2 +$106M
3 +$97.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$80.8M
5
Mariner
Mariner
Kansas
+$27.2M

Top Sellers

1 -$680M
2 -$190M
3 -$72.7M
4
SC
SouthState Corp
Florida
-$34.4M
5
MPW
MASECO Private Wealth
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
526
QRG Capital Management
Illinois
$513K
BCM
527
Becker Capital Management
Oregon
$511K
CIA
528
Cladis Investment Advisory
Montana
$508K
ECM
529
Evergreen Capital Management
Washington
$502K
NDWM
530
New Dimensions Wealth Management
Texas
$500K
MCM
531
M1 Capital Management
Michigan
$491K
HCA
532
Heck Capital Advisors
Wisconsin
$490K
KBFS
533
Kohmann Bosshard Financial Services
Ohio
$490K
BPWM
534
Badgley Phelps Wealth Managers
Washington
$486K
BSSFA
535
Baron Silver Stevens Financial Advisors
Florida
$484K
CA
536
Cortland Associates
Missouri
$484K
TWC
537
TD Waterhouse Canada
Ontario, Canada
$484K
SWMG
538
Signature Wealth Management Group
Georgia
$482K
SRCM
539
Signature Resources Capital Management
California
$479K
EP
540
Essential Planning
New Hampshire
$477K
PWM
541
Penobscot Wealth Management
Maine
$472K
GKWIM
542
Gerber Kawasaki Wealth & Investment Management
California
$468K
GWM
543
GSB Wealth Management
Connecticut
$460K
R
544
Rebalance
California
$456K
HWA
545
HMV Wealth Advisors
Louisiana
$456K
PW
546
Paladin Wealth
Minnesota
$454K
NPAN
547
Northeast Planning Associates NH
New Hampshire
$453K
GRP
548
Global Retirement Partners
California
$443K
NG
549
Norden Group
Utah
$441K
WTB
550
Washington Trust Bank
Washington
$436K