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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 %
DAS
51
Dynamic Advisor Solutions
Arizona
$39.6M +$153K +2,532 +0.4%
EMC
52
Everest Management Corp
California
$38.6M -$473K -7,819 -1%
AIS
53
American Investment Services
Massachusetts
$38.4M -$343K -5,676 -0.9%
ADL
54
Asset Dedication LLC
California
$38M -$1.16M -19,199 -3%
MAM
55
McLean Asset Management
Virginia
$36.2M -$650K -12,113 -2%
HSG
56
Helen Stephens Group
Texas
$36.1M +$3.98M +65,857 +12%
VWM
57
Vermillion Wealth Management
Minnesota
$35.5M +$1.53M +25,239 +4%
Cerity Partners
58
Cerity Partners
New York
$34.4M -$284K -4,692 -0.8%
KCM
59
KM Capital Management
Texas
$34.3M -$2.63M -43,547 -7%
KAS
60
Kestra Advisory Services
Texas
$33.5M -$2.91M -48,112 -8%
EH
61
Equitable Holdings
New York
$31.8M +$356K +5,885 +1%
PHWM
62
Pine Harbor Wealth Management
Maryland
$31M +$1.12M +18,486 +4%
HighTower Advisors
63
HighTower Advisors
Illinois
$30.7M +$28.1K +465 +0.1%
HIG
64
Heritage Investment Group
Florida
$30.7M -$36.8K -608 -0.1%
WA
65
Wealthstream Advisors
New York
$30.4M -$5.06M -83,608 -14%
ATI
66
ARK & TLK Investments
Oklahoma
$29.5M -$264K -4,364 -0.9%
HWMG
67
Hurlow Wealth Management Group
Indiana
$28.8M -$181K -2,998 -0.6%
RS
68
Retirement Solution
Washington
$28.6M -$63.5K -1,050 -0.2%
GCM
69
Graver Capital Management
Ohio
$28M +$1.07M +17,765 +4%
DEM
70
Disciplined Equity Management
Florida
$27.6M -$712K -11,777 -3%
FIS
71
Fischer Investment Strategies
California
$27.5M +$11.4M +188,298 +71%
AAA
72
AG Asset Advisory
California
$27.1M +$293K +4,852 +1%
DFS
73
Dixon Fnancial Services
California
$26.9M -$530K -8,756 -2%
TAM
74
TCP Asset Management
Ohio
$26.5M +$411K +6,793 +2%
CWG
75
Crown Wealth Group
North Carolina
$26.3M -$3.71M -61,263 -12%
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