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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 %
MCM
526
M1 Capital Management
Michigan
$454K -$51.4K -767 -10%
SCA
527
Strathmore Capital Advisors
North Carolina
$450K +$450K +6,637 New
BPWM
528
Badgley Phelps Wealth Managers
Washington
$449K – – –
BSSFA
529
Baron Silver Stevens Financial Advisors
Florida
$448K – – –
SRCM
530
Signature Resources Capital Management
California
$443K +$23.5K +350 +6%
EP
531
Essential Planning
New Hampshire
$441K – – –
GKWIM
532
Gerber Kawasaki Wealth & Investment Management
California
$439K +$1.21K +18 +0.3%
PWM
533
Penobscot Wealth Management
Maine
$437K – – –
PTC
534
Private Trust Company
Ohio
$437K -$11.8K -176 -3%
RIP
535
RAM Investment Partners
Washington
$436K +$436K +6,500 New
AWS
536
Atria Wealth Solutions
New York
$429K – – –
BCM
537
Brookstone Capital Management
Illinois
$428K -$23.3K -348 -5%
GWM
538
GSB Wealth Management
Connecticut
$426K – – –
Citadel Advisors
539
Citadel Advisors
Florida
$424K +$424K +6,329 New
HCM
540
Hollencrest Capital Management
California
$424K – – –
HWA
541
HMV Wealth Advisors
Louisiana
$422K – – –
R
542
Rebalance
California
$421K +$1.14K +17 +0.3%
GRP
543
Global Retirement Partners
California
$420K +$420K +6,270 New
NPAN
544
Northeast Planning Associates NH
New Hampshire
$419K – – –
SWMG
545
Signature Wealth Management Group
Georgia
$415K +$28.8K +430 +7%
NG
546
Norden Group
Utah
$407K +$1.07K +16 +0.3%
WTB
547
Washington Trust Bank
Washington
$403K – – –
OFS
548
Orrstown Financial Services
Pennsylvania
$394K +$394K +5,881 New
PAS
549
Park Avenue Securities
New York
$391K +$92.8K +1,384 +31%
SHJ
550
Sharkey, Howes & Javer
Colorado
$390K +$1.07K +16 +0.3%
20 21
22
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