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Dimensional US Equity ETF
DFUS

Overview Fund Activity

728 hedge funds and large institutions have $12.3B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+33
Holders Change %
+4.75%
% of All Funds
9.76%
Holding in Top 10
125
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.84%
% of All Funds
1.68%
New
64
Increased
299
Reduced
193
Closed
21
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$2.88B
2
AC
Apella Capital
Connecticut
$79.4M
3
Mariner
Mariner
Kansas
$133M
4
GCM
G2 Capital Management
Ohio
$146M
5
FIM
Freedom Investment Management
Connecticut
$44.6M

Top Sellers

1
MAC
Mason & Associates (California)
California
$34.3M
2
AssetMark Inc
AssetMark Inc
California
$46.7M
3
AIS
American Investment Services
Massachusetts
$10.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$542M
5
SC
SouthState Corp
Florida
$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSG
51
Helen Stephens Group
Texas
$46.6M +$6.56M +97,886 +16%
MAM
52
McLean Asset Management
Virginia
$45.5M +$65K +965 +0.1%
ADL
53
Asset Dedication LLC
California
$44.9M +$2.78M +41,469 +7%
FIM
54
Freedom Investment Management
Connecticut
$44.6M +$24.6M +366,852 +123%
VWM
55
Vermillion Wealth Management
Minnesota
$43.2M +$3.84M +57,278 +10%
DAS
56
Dynamic Advisor Solutions
Arizona
$42.7M -$1.21M -18,090 -3%
KAS
57
Kestra Advisory Services
Texas
$40.3M +$3.21M +47,970 +9%
CWG
58
Crown Wealth Group
North Carolina
$39M +$9.81M +146,423 +34%
Cerity Partners
59
Cerity Partners
New York
$38.5M +$371K +5,535 +1%
KCM
60
KM Capital Management
Texas
$38M -$16.2K -242 -0%
EH
61
Equitable Holdings
New York
$36.7M +$1.4M +20,932 +4%
PHWM
62
Pine Harbor Wealth Management
Maryland
$34.8M +$483K +7,202 +1%
MAC
63
Mason & Associates (California)
California
$34.3M -$37.4M -557,594 -52%
HWMG
64
Hurlow Wealth Management Group
Indiana
$34.1M +$2.14M +31,876 +7%
HIG
65
Heritage Investment Group
Florida
$33.8M -$168K -2,508 -0.5%
DEM
66
Disciplined Equity Management
Florida
$33.5M +$2.9M +43,305 +9%
HighTower Advisors
67
HighTower Advisors
Illinois
$33.4M -$614K -9,167 -2%
GCM
68
Graver Capital Management
Ohio
$33.4M +$2.36M +35,143 +8%
WA
69
Wealthstream Advisors
New York
$33.4M -$335K -4,997 -1%
ATI
70
ARK & TLK Investments
Oklahoma
$32.3M -$321K -4,796 -1%
AAA
71
AG Asset Advisory
California
$30.2M +$134K +2,005 +0.4%
RS
72
Retirement Solution
Washington
$30.1M -$1.59M -23,725 -5%
TAM
73
TCP Asset Management
Ohio
$30M +$644K +9,604 +2%
DFS
74
Dixon Fnancial Services
California
$29.6M -$159K -2,378 -0.5%
MML Investors Services
75
MML Investors Services
Massachusetts
$29.4M +$1.89M +28,265 +7%
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