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DFUS

Dimensional US Equity ETF

761 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 740761 (+21)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
761
Holders Change
+21
Holders Change %
+2.84%
% of All Funds
9.99%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
50
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
551
Gerber Kawasaki Wealth & Investment Management
California
$468K -$5.57K -80 -1%
GWM
552
GSB Wealth Management
Connecticut
$460K
R
553
Rebalance
California
$456K +$1.11K +16 +0.3%
HWA
554
HMV Wealth Advisors
Louisiana
$456K
PW
555
Paladin Wealth
Minnesota
$454K -$94.3K -1,353 -18%
NPAN
556
Northeast Planning Associates NH
New Hampshire
$453K
GRP
557
Global Retirement Partners
California
$443K -$10.5K -151 -2%
NG
558
Norden Group
Utah
$441K +$1.04K +15 +0.2%
WTB
559
Washington Trust Bank
Washington
$436K
SWP
560
Sagespring Wealth Partners
Tennessee
$433K +$10.9K +157 +3%
DWA
561
Delap Wealth Advisory
Oregon
$427K +$84.8K +1,217 +26%
OFS
562
Orrstown Financial Services
Pennsylvania
$426K
SHJ
563
Sharkey, Howes & Javer
Colorado
$423K +$975 +14 +0.2%
BMWS
564
Brady Martz Wealth Solutions
North Dakota
$423K +$2.79K +40 +0.7%
RI
565
Ridgewood Investments
New Jersey
$420K +$348 +5 +0.1%
Empower Advisory Group
566
Empower Advisory Group
Colorado
$416K -$450K -6,461 -53%
AWMG
567
Alliance Wealth Management Group
New Jersey
$414K
TCM
568
Towercrest Capital Management
Pennsylvania
$414K
CCWM
569
Cassaday & Co Wealth Management
Virginia
$411K
BCM
570
Brookstone Capital Management
Illinois
$410K -$50K -718 -11%
FWCM
571
Ferguson Wellman Capital Management
Oregon
$409K +$93.7K +1,345 +31%
AA
572
Apriem Advisors
California
$406K
BEAM
573
Baker Ellis Asset Management
Washington
$405K
FMWA
574
Forvis Mazars Wealth Advisors
Missouri
$401K +$141K +2,029 +58%
TCWM
575
Total Clarity Wealth Management
Illinois
$401K +$8.71K +125 +2%