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DFUS

Dimensional US Equity ETF

760 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: 739760 (+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
760
Holders Change
+21
Holders Change %
+2.84%
% of All Funds
9.98%
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
KPP
701
Kings Path Partners
Texas
$167K -$1.32K -19 -0.8%
PTC
702
Private Trust Company
Ohio
$165K -$296K -4,243 -65%
CSC
703
Caldwell Sutter Capital
California
$164K
FFA
704
Frazier Financial Advisors
Ohio
$157K
HNB
705
Hilltop National Bank
Wyoming
$156K
OC
706
Oakworth Capital
Alabama
$151K
IWP
707
IAG Wealth Partners
Wisconsin
$136K -$5.22K -75 -4%
W
708
WealthCollab
Washington
$135K
MWA
709
Medallion Wealth Advisors
Connecticut
$135K +$139 +2 +0.1%
AA
710
Atmos Advisory
Pennsylvania
$133K +$348 +5 +0.3%
AA
711
Ancora Advisors
Ohio
$133K +$12.3K +176 +11%
PCM
712
Perritt Capital Management
Illinois
$129K +$348 +5 +0.3%
BTI
713
Blue Trust Inc
Georgia
$129K +$13.4K +193 +12%
NC
714
North Capital
Utah
$128K +$97.6K +1,401 +380%
AWM
715
Abound Wealth Management
Tennessee
$125K +$121K +1,730 New
BFPW
716
BOK Financial Private Wealth
Colorado
$118K
FAI
717
Fiduciary Advisors Inc
Missouri
$117K +$37.5K +538 +50%
MSWA
718
Marshall & Sterling Wealth Advisors
New York
$112K -$1.25K -18 -1%
SAM
719
S.A. Mason
Michigan
$108K
Fifth Third Bancorp
720
Fifth Third Bancorp
Ohio
$104K +$100K +1,435 New
TFM
721
TFC Financial Management
Massachusetts
$94.8K +$209 +3 +0.2%
SFC
722
SYM Financial Corp
Indiana
$90.3K
PMFA
723
Plante Moran Financial Advisors
Michigan
$84K
Russell Investments Group
724
Russell Investments Group
United Kingdom
$81K
FCT
725
First Community Trust
Iowa
$79.9K