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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
PWIA
601
Porter White Investment Advisors
Alabama
$352K
IWS
602
Integrity Wealth Solutions
Colorado
$351K +$836 +12 +0.2%
PPWM
603
PFG Private Wealth Management
Florida
$351K +$337K +4,843 New
OCM
604
One Capital Management
California
$350K -$70 -1 -0%
MPPLM
605
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$350K +$336K +4,829 New
AWMNY
606
Arcadia Wealth Management (New York)
New York
$350K
WIA
607
World Investment Advisors
California
$349K -$2.93K -42 -0.9%
WWM
608
Whalen Wealth Management
Nevada
$348K +$836 +12 +0.3%
MWM
609
MBE Wealth Management
Wisconsin
$346K +$70 +1 +0%
SF
610
SageOak Financial
Oklahoma
$344K +$10.5K +151 +3%
UB
611
UMB Bank
Missouri
$343K -$14.2K -204 -4%
DCA
612
DSG Capital Advisors
Minnesota
$342K
VPIM
613
Vanguard Personalized Indexing Management
California
$341K
CTWM
614
Cherry Tree Wealth Management
Minnesota
$340K
TNA
615
True North Advisors
Texas
$338K
WAM
616
Weatherly Asset Management
California
$336K
VCM
617
Versant Capital Management
Arizona
$334K +$697 +10 +0.2%
WP
618
Westmount Partners
California
$332K
LEFP
619
Leading Edge Financial Planning
Tennessee
$330K +$317K +4,552 New
TWP
620
Tyche Wealth Partners
Texas
$329K
WWA
621
Wingate Wealth Advisors
Massachusetts
$329K +$766 +11 +0.2%
WSFS
622
Wilmington Savings Fund Society
Delaware
$328K +$111K +1,592 +54%
MWP
623
Meridian Wealth Partners
Pennsylvania
$326K
PP
624
PDS Planning
Ohio
$315K +$697 +10 +0.2%
EI
625
Ellevest Inc
New York
$313K +$697 +10 +0.2%