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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 %
WWA
576
Wingate Wealth Advisors
Massachusetts
$273K -$193K -3,194 -41%
DWA
577
Delap Wealth Advisory
Oregon
$273K – – –
MWP
578
Meridian Wealth Partners
Pennsylvania
$272K – – –
IF
579
Integrity Financial
Wyoming
$271K +$271K +4,485 New
MWG
580
Martin Worley Group
Utah
$270K – – –
PAS
581
Park Avenue Securities
New York
$269K -$5.86K -97 -2%
SF
582
SageOak Financial
Oklahoma
$268K +$47.2K +781 +21%
IWS
583
Integrity Wealth Solutions
Colorado
$263K +$263K +4,350 New
NFA
584
Northern Financial Advisors
Michigan
$263K +$181 +3 +0.1%
HCWM
585
Hidden Cove Wealth Management
Washington
$262K – – –
TCWM
586
Total Clarity Wealth Management
Illinois
$262K – – –
PP
587
PDS Planning
Ohio
$261K +$605 +10 +0.2%
EI
588
Ellevest Inc
New York
$260K +$605 +10 +0.2%
FWCM
589
Ferguson Wellman Capital Management
Oregon
$260K -$81.3K -1,345 -24%
AG
590
AlTi Global
New York
$260K – – –
VW
591
Vance Wealth
California
$260K -$1.69K -28 -0.6%
GD
592
Grandfield & Dodd
New York
$254K – – –
SAM
593
Synergy Asset Management
Washington
$254K -$76K -1,256 -23%
M
594
MOTCO
Texas
$253K – – –
RPA
595
Redwood Park Advisors
California
$253K -$116K -1,920 -32%
SWM
596
Seed Wealth Management
Illinois
$251K – – –
CC
597
Capstone Capital
Nevada
$250K – – –
AWE
598
Avidian Wealth Enterprises
Texas
$249K +$60 +1 +0%
AL
599
Aspiriant LLC
California
$247K – – –
CA
600
CGN Advisors
Kansas
$246K +$246K +4,064 New
22 23
24
25 26