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DFUS

Dimensional US Equity ETF

760 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 739760 (+21)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
760
Holders Change
+21
Holders Change %
+2.84%
% of All Funds
9.98%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
50
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
THL
151
Tillman Hartley LLC
Colorado
$10.2M -$615K -8,824 -6%
SFS
152
Sowell Financial Services
Arkansas
$10.1M +$283K +4,059 +3%
MSFS
153
Main Street Financial Solutions
Pennsylvania
$10.1M -$254K -3,640 -3%
PCA
154
Prosperity Capital Advisors
Ohio
$10.1M -$180K -2,587 -2%
BI
155
Binnacle Investments
Iowa
$9.81M +$204K +2,932 +2%
BTWM
156
Baker Tilly Wealth Management
Wisconsin
$9.47M +$9.1M +130,666 New
SA
157
Seneschal Advisors
Washington
$9.23M +$107K +1,542 +1%
AUB
158
Atlantic Union Bankshares
Virginia
$9.11M +$92.4K +1,326 +1%
RSWM
159
Robertson Stephens Wealth Management
California
$8.94M -$52.5K -754 -0.6%
VWA
160
VSM Wealth Advisory
Maryland
$8.61M +$8.18M +117,411 +8,369%
CAM
161
CPA Asset Management
Florida
$8.56M +$558K +8,007 +7%
EFA
162
Edge Financial Advisors
Illinois
$8.31M +$210K +3,012 +3%
BW
163
BostonPremier Wealth
Massachusetts
$8.25M +$321K +4,610 +4%
JWM
164
JDH Wealth Management
California
$8.22M -$201K -2,890 -2%
FCG
165
Financial Connections Group
California
$8.19M +$51.4K +738 +0.7%
FWM
166
FMB Wealth Management
California
$8.13M +$59K +847 +0.8%
AFG
167
Altiora Financial Group
Ohio
$8.08M
SIA
168
SeaBridge Investment Advisors
New Jersey
$8.02M -$86.7K -1,245 -1%
NA
169
NewEdge Advisors
Louisiana
$7.99M +$1.07M +15,370 +16%
YWM
170
Yardley Wealth Management
Pennsylvania
$7.98M -$704K -10,099 -8%
CIAS
171
CFS Investment Advisory Services
New Jersey
$7.94M -$42.4K -608 -0.6%
HWM
172
Hemington Wealth Management
Virginia
$7.92M -$25.9K -372 -0.3%
GCA
173
Greenwood Capital Associates
South Carolina
$7.9M +$1.62M +23,222 +27%
KWA
174
Kondo Wealth Advisors
California
$7.87M -$300K -4,302 -4%
BAM
175
Bayshore Asset Management
Florida
$7.86M +$11.9K +171 +0.2%