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Dimensional US Equity ETF
DFUS

Overview Fund Activity

725 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, 298 increasing their positions, 191 reducing their positions, and 21 closing their positions.

Holders
725
Holders Change
+30
Holders Change %
+4.32%
% of All Funds
9.73%
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
298
Reduced
191
Closed
21
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

1
MPW
1
MASECO Private Wealth
$529M
2
Prudential Financial
2
Prudential Financial
New Jersey
$2.88B
3
AC
3
Apella Capital
Connecticut
$79.4M
4
Mariner
4
Mariner
Kansas
$133M
5
PFG
5
Premier Financial Group
California
$26.2M

Top Sellers

1
MAC
1
Mason & Associates (California)
California
$34.3M
2
AssetMark Inc
2
AssetMark Inc
California
$46.7M
3
AIS
3
American Investment Services
Massachusetts
$10.4M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$542M
5
SC
5
SouthState Corp
Florida
$60.9M
Name Market Value Shares Shares
Change 		Shares
Change %
JTWM
76
Jackson Thornton Wealth Management
Alabama
$29.1M 432,006 +6,433 +2%
SHFA
77
SC&H Financial Advisors
Maryland
$27.6M 412,324 +25,249 +7%
PWP
78
Parkwoods Wealth Partners
New York
$26.3M 391,774 +2,663 +0.7%
PFG
79
Premier Financial Group
California
$26.2M 376,483 +376,483 New
TFO
80
Timonier Family Office
North Carolina
$26.1M 388,711 +2,792 +0.7%
Morgan Stanley
81
Morgan Stanley
New York
$24.6M 366,802 +19,071 +5%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$23.9M 356,207 -30,641 -8%
BPA
83
Beacon Pointe Advisors
California
$23.7M 354,270 +4,524 +1%
CPA
84
Cardiff Park Advisors
California
$23.3M 346,935 -15,368 -4%
SWA
85
Sterling Wealth Advisors
Florida
$21.1M 311,464 -27,815 -8%
FFA
86
Farther Finance Advisors
California
$21M 313,128 -67,323 -18%
AIC
87
Allodium Investment Consultants
Minnesota
$20.9M 311,989 +16,373 +6%
SIS
88
Strategic Investment Solutions
Illinois
$20.8M 310,344 -65,671 -17%
FIS
89
Fischer Investment Strategies
California
$20.6M 307,722 -147,415 -32%
WIM
90
Warwick Investment Management
Texas
$19.8M 295,718 +265 +0.1%
CWM
91
CarsonAllaria Wealth Management
Illinois
$19.3M 287,941 +21,894 +8%
KAM
92
KEB Asset Management
Illinois
$19.2M 285,749 +13,752 +5%
SFS
93
Security Financial Services
Indiana
$19M 283,931 +299 +0.1%
SXL
94
Summit X LLC
Missouri
$18.9M 282,690 +3,759 +1%
RWM
95
Ruedi Wealth Management
Illinois
$18.8M 280,262 -8,641 -3%
MWM
96
Meritas Wealth Management
California
$18.6M 277,065 +7,714 +3%
MWM
97
McMill Wealth Management
Nebraska
$18.3M 272,920 +7,116 +3%
PFA
98
Pillar Financial Advisors
Kentucky
$17.6M 262,135 +1,827 +0.7%
BWA
99
Babb Wealth Advisors
Arizona
$17.4M 259,755 +4,897 +2%
SWM
100
Spire Wealth Management
Virginia
$16.7M 248,866 +487 +0.2%
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4
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