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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 %
BWA
101
Babb Wealth Advisors
Arizona
$15.4M +$129K +2,131 +0.8%
CA
102
Claris Advisors
Missouri
$15.1M +$1.41M +23,314 +10%
SWM
103
Spire Wealth Management
Virginia
$15M +$412K +6,805 +3%
IAG
104
Investmark Advisory Group
Connecticut
$14.9M +$145K +2,390 +1%
TFA
105
Trinity Financial Advisors
Ohio
$14.7M +$2.1M +36,190 +17%
LFG
106
Larson Financial Group
Missouri
$14.4M -$367K -6,067 -2%
SWP
107
Stratos Wealth Partners
Ohio
$14M +$221K +3,657 +2%
ACA
108
American Capital Advisory
Idaho
$13.1M +$2.44M +40,277 +23%
LFGO
109
Legacy Financial Group (Oklahoma)
Oklahoma
$12.5M +$1.31M +21,580 +12%
PWMG
110
Private Wealth Management Group
New Jersey
$12.4M +$468K +7,735 +4%
GAM
111
GEM Asset Management
Michigan
$12.3M +$32.9K +541 +0.3%
UBS Group
112
UBS Group
Switzerland
$12.2M -$804K -13,290 -6%
MFG
113
Mendota Financial Group
Wisconsin
$12.1M -$1.32M -21,813 -10%
Osaic Holdings
114
Osaic Holdings
Arizona
$11.9M +$2.18M +35,986 +22%
TCM
115
Tassel Capital Management
North Carolina
$11.7M -$274K -4,532 -2%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$11.5M -$5.97M -98,681 -34%
NWM
117
Northwest Wealth Management
Iowa
$11.3M +$1.75M +28,921 +18%
AC
118
AWM Capital
Arizona
$11.1M -$364K -6,020 -3%
DWM
119
David Wealth Management
Virginia
$11.1M +$161K +2,667 +1%
AFA
120
Alpha Financial Advisors
North Carolina
$11M +$14.9K +247 +0.1%
WANY
121
Wealthspire Advisors (New York)
New York
$10.9M -$113K -1,866 -1%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$10.7M -$198K -3,278 -2%
AF
123
Allworth Financial
California
$10.3M +$3.41M +57,677 +49%
SPI
124
Sutton Place Investors
New York
$10.3M +$36.7K +606 +0.4%
CPA
125
Capital Performance Advisors
California
$10.2M +$253K +4,184 +3%
3 4
5
6 7