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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
9.74%
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 %
BWP
101
Bernardo Wealth Planning
Pennsylvania
$16.3M 242,876 +84,350 +53%
Osaic Holdings
102
Osaic Holdings
Arizona
$16.2M 253,103 +56,885 +29%
UBS Group
103
UBS Group
Switzerland
$16M 238,673 +36,336 +18%
TFA
104
Trinity Financial Advisors
Ohio
$15.8M 236,361 -17,705 -7%
SWP
105
Stratos Wealth Partners
Ohio
$15.7M 233,918 +2,692 +1%
LFG
106
Larson Financial Group
Missouri
$15.7M 233,876 -4,029 -2%
RHP
107
Royal Harbor Partners
Texas
$15.4M 229,645 +229,645 New
CA
108
Claris Advisors
Missouri
$15.4M 229,443 -20,749 -8%
IAG
109
Investmark Advisory Group
Connecticut
$15.1M 225,530 -21,546 -9%
LFGO
110
Legacy Financial Group (Oklahoma)
Oklahoma
$14.5M 216,015 +8,764 +4%
ACA
111
American Capital Advisory
Idaho
$14.1M 210,728 -5,052 -2%
MFG
112
Mendota Financial Group
Wisconsin
$14M 208,293 +8,472 +4%
GAM
113
GEM Asset Management
Michigan
$13.9M 206,149 +3,913 +2%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$13.7M 203,668 +13,462 +7%
TCM
115
Tassel Capital Management
North Carolina
$13.5M 201,381 +8,132 +4%
DWM
116
David Wealth Management
Virginia
$13.1M 195,364 +11,960 +7%
HWM
117
HB Wealth Management
Georgia
$12.7M 189,782 +61,337 +48%
NWM
118
Northwest Wealth Management
Iowa
$12.6M 187,677 +412 +0.2%
PWMG
119
Private Wealth Management Group
New Jersey
$12.5M 186,676 -18,530 -9%
CPA
120
Capital Performance Advisors
California
$12.2M 181,909 +12,692 +8%
WANY
121
Wealthspire Advisors (New York)
New York
$12.2M 181,452 +1,457 +0.8%
ACA
122
Aptus Capital Advisors
Alabama
$12.2M 181,392 +59,718 +49%
AFA
123
Alpha Financial Advisors
North Carolina
$12M 179,702 -2,773 -2%
KAS
124
KPP Advisory Services
Kentucky
$11.8M 175,324 +9,798 +6%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$11.7M 175,309 -1,812 -1%
3 4
5
6 7