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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 %
CNBOF
601
City National Bank of Florida
Florida
$245K – – –
AAS
602
Ameritas Advisory Services
Nebraska
$245K -$125 -2 -0.1%
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$243K -$40.6K -756 -14%
EFG
604
Elios Financial Group
Ohio
$242K – – –
BWG
605
Beta Wealth Group
California
$241K -$68.6K -1,134 -22%
M
606
MATAURO
New York
$234K +$18.9K +313 +9%
EWP
607
Elevation Wealth Partners
California
$234K +$484 +8 +0.2%
AMG
608
Advisors Management Group
Wisconsin
$232K – – –
SCM
609
SCS Capital Management
Massachusetts
$232K +$232K +3,834 New
HH
610
HWG Holdings
Texas
$231K – – –
BTI
611
Blue Trust Inc
Georgia
$231K +$45.9K +759 +25%
MA
612
MJP Associates
Connecticut
$229K +$544 +9 +0.2%
AO
613
Advisor OS
Illinois
$229K +$544 +9 +0.2%
PWM
614
Proathlete Wealth Management
Florida
$227K +$484 +8 +0.2%
RCM
615
RB Capital Management
Nevada
$225K – – –
BF
616
Brooklyn FI
New York
$222K – – –
CS
617
Capital Square
Tennessee
$220K – – –
CIA
618
Concurrent Investment Advisors
Florida
$220K +$220K +3,635 New
FCG
619
Financial Connections Group
California
$219K +$49.2K +815 +29%
SIM
620
Stratos Investment Management
Ohio
$216K – – –
BWM
621
BlackDiamond Wealth Management
New York
$215K -$9.97K -163 -4%
AI
622
Accredited Investors
Minnesota
$213K – – –
PMIM
623
Prudent Man Investment Management
Colorado
$213K – – –
FMWA
624
Forvis Mazars Wealth Advisors
Missouri
$212K – – –
MSWM
625
McGlone Suttner Wealth Management
Wisconsin
$212K – – –
23 24
25
26 27