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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 %
CPWM
126
Cypress Point Wealth Management
Texas
$10.2M +$3.08M +50,881 +43%
THL
127
Tillman Hartley LLC
Colorado
$10.1M -$721K -11,920 -7%
WCM
128
Wealthcare Capital Management
Virginia
$10.1M +$9.86M +163,107 +4,644%
KAS
129
KPP Advisory Services
Kentucky
$10M +$4.01M +66,224 +67%
HFS
130
Hughes Financial Services
Virginia
$9.95M -$21.7K -358 -0.2%
PA
131
PFG Advisors
Arizona
$9.87M +$598K +9,888 +6%
CFG
132
Cornerstone Financial Group
Nebraska
$9.71M +$207K +3,275 +2%
BWP
133
Bernardo Wealth Planning
Pennsylvania
$9.59M +$560K +9,254 +6%
RCAG
134
Rehmann Capital Advisory Group
Michigan
$9.58M +$271K +4,482 +3%
CPCP
135
Cedar Point Capital Partners
Iowa
$9.53M +$136K +2,253 +1%
EFP
136
Envision Financial Planning
Tennessee
$9.5M -$464K -7,680 -5%
PWS
137
Physician Wealth Solutions
Nevada
$9.4M – – –
IAG
138
Investment Advisory Group
Massachusetts
$9.15M +$1.07M +17,618 +13%
Stifel Financial
139
Stifel Financial
Missouri
$9.12M +$1M +16,593 +12%
PCA
140
Prosperity Capital Advisors
Ohio
$9.08M -$511K -8,422 -5%
RLWM
141
RF&L Wealth Management
Massachusetts
$8.81M -$44.5K -735 -0.5%
CWP
142
Concord Wealth Partners
Virginia
$8.61M -$944K -15,602 -10%
MSFS
143
Main Street Financial Solutions
Pennsylvania
$8.58M +$230K +3,796 +3%
FEG
144
Fund Evaluation Group
Ohio
$8.3M +$53.7K +888 +0.7%
SFS
145
Sowell Financial Services
Arkansas
$8.3M +$62.6K +1,035 +0.8%
CWMA
146
Capstone Wealth Management (Alabama)
Alabama
$8.2M +$307K +5,084 +4%
SA
147
Seneschal Advisors
Washington
$7.78M -$56.2K -929 -0.7%
HWM
148
HB Wealth Management
Georgia
$7.77M +$5.32K +88 +0.1%
QCM
149
Quantinno Capital Management
New York
$7.73M +$596K +9,853 +8%
BI
150
Binnacle Investments
Iowa
$7.62M +$7.62M +125,963 New
4 5
6
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