DFUS icon

Dimensional US Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
151
Robertson Stephens Wealth Management
California
$7.53M +$109K +1,797 +1%
ACA
152
Aptus Capital Advisors
Alabama
$7.36M +$1.23M +20,264 +20%
YWM
153
Yardley Wealth Management
Pennsylvania
$7.12M -$1.09M -18,038 -13%
SIA
154
SeaBridge Investment Advisors
New Jersey
$6.95M +$27.2K +449 +0.4%
KWA
155
Kondo Wealth Advisors
California
$6.81M -$121K -2,001 -2%
JWM
156
JDH Wealth Management
California
$6.75M -$1.45K -24 -0%
AFG
157
Altiora Financial Group
Ohio
$6.75M
CAM
158
CPA Asset Management
Florida
$6.67M -$58.8K -972 -0.9%
BW
159
BostonPremier Wealth
Massachusetts
$6.66M -$201K -3,324 -3%
IWB
160
Innovative Wealth Building
Maryland
$6.64M -$186K -3,082 -3%
VWA
161
VSM Wealth Advisory
Maryland
$6.63M +$316K +5,233 +5%
Financial Engines Advisors
162
Financial Engines Advisors
California
$6.58M +$138K +2,276 +2%
BAM
163
Bayshore Asset Management
Florida
$6.57M -$173K -2,857 -3%
FWM
164
FMB Wealth Management
California
$6.55M -$840K -13,896 -11%
BH
165
Burk Holdings
Oklahoma
$6.4M +$642K +10,619 +11%
QFA
166
Quantum Financial Advisors
California
$6.35M
SSB
167
Sandy Spring Bank
Maryland
$6.34M +$44.5K +736 +0.7%
CIAS
168
CFS Investment Advisory Services
New Jersey
$6.15M +$9.13K +151 +0.1%
CAC
169
Certified Advisory Corp
Florida
$6.09M +$54.4K +899 +0.9%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$6.01M -$46.8K -774 -0.8%
NA
171
NewEdge Advisors
Louisiana
$5.94M -$3.43M -56,772 -37%
Betterment LLC
172
Betterment LLC
New York
$5.93M -$171K -2,821 -3%
SP
173
Symmetry Partners
Connecticut
$5.89M -$562K -9,290 -9%
KAM
174
Kraft Asset Management
Tennessee
$5.87M -$661K -10,937 -10%
RW
175
Ridgeline Wealth
Arizona
$5.8M -$255K -4,208 -4%