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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 %
MML Investors Services
76
MML Investors Services
Massachusetts
$24.9M -$27.1K -448 -0.1%
JTWM
77
Jackson Thornton Wealth Management
Alabama
$24.2M +$14.4K +253 +0.1%
PWP
78
Parkwoods Wealth Partners
New York
$23.5M +$612K +10,115 +3%
SHFA
79
SC&H Financial Advisors
Maryland
$23.4M +$1.33M +22,036 +6%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$23.4M -$62M -1,024,379 -73%
TFO
81
Timonier Family Office
North Carolina
$23.3M +$1.7M +28,163 +8%
FFA
82
Farther Finance Advisors
California
$23.1M +$9.38M +154,508 +68%
SIS
83
Strategic Investment Solutions
Illinois
$22.7M +$3.8M +62,767 +20%
CPA
84
Cardiff Park Advisors
California
$21.9M -$775K -12,810 -3%
BPA
85
Beacon Pointe Advisors
California
$21.2M +$1.81M +29,880 +9%
Morgan Stanley
86
Morgan Stanley
New York
$21M +$438K +7,234 +2%
SWA
87
Sterling Wealth Advisors
Florida
$20.5M +$1.98M +32,804 +11%
FIM
88
Freedom Investment Management
Connecticut
$18.1M -$352K -5,818 -2%
AIC
89
Allodium Investment Consultants
Minnesota
$17.9M +$2.8M +46,232 +19%
WIM
90
Warwick Investment Management
Texas
$17.9M +$17.4K +287 +0.1%
RWM
91
Ruedi Wealth Management
Illinois
$17.5M +$172K +2,846 +1%
PAG
92
Private Advisor Group
New Jersey
$17.4M -$319K -5,276 -2%
SFS
93
Security Financial Services
Indiana
$17.2M -$508K -8,400 -3%
AP
94
Adero Partners
California
$17M – – –
SXL
95
Summit X LLC
Missouri
$16.9M +$596K +9,848 +4%
KAM
96
KEB Asset Management
Illinois
$16.5M -$505K -8,355 -3%
MWM
97
Meritas Wealth Management
California
$16.3M +$1.02M +16,887 +7%
CWM
98
CarsonAllaria Wealth Management
Illinois
$16.1M +$74.1K +1,225 +0.5%
MWM
99
McMill Wealth Management
Nebraska
$16.1M +$4.34M +71,724 +37%
PFA
100
Pillar Financial Advisors
Kentucky
$15.7M +$811K +13,411 +5%
2 3
4
5 6