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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
FNBTCON
176
First National Bank & Trust Co of Newtown
Pennsylvania
$7.85M +$937K +13,450 +14%
KIM
177
Kestra Investment Management
Texas
$7.62M -$951K -13,644 -11%
QFA
178
Quantum Financial Advisors
California
$7.6M
AWM
179
Axxcess Wealth Management
California
$7.42M +$2.94M +42,163 +70%
HA
180
Herold Advisors
New York
$7.38M +$1.16M +16,637 +20%
LFA
181
Lauterbach Financial Advisors
Texas
$7.35M +$1.01M +14,504 +17%
SB
182
Semitam Bonam
New York
$7.32M -$209 -3 -0%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$7.28M +$49K +703 +0.7%
TWM
184
Topsail Wealth Management
North Carolina
$7.19M -$377K -5,411 -5%
EFP
185
EnRich Financial Partners
Wisconsin
$7.06M -$29.7K -426 -0.4%
AFO
186
Aurelius Family Office
New Hampshire
$6.9M -$63.7K -914 -1%
SP
187
Symmetry Partners
Connecticut
$6.79M -$96.5K -1,385 -1%
BH
188
Burk Holdings
Oklahoma
$6.76M +$262K +3,761 +4%
CMP
189
Coston McIsaac & Partners
Maine
$6.71M +$755K +10,835 +13%
SAI
190
Savvy Advisors Inc
New York
$6.67M +$1.09M +15,603 +20%
WCM
191
Warburton Capital Management
Oklahoma
$6.64M +$915K +13,129 +17%
IWB
192
Innovative Wealth Building
Maryland
$6.62M -$422K -6,062 -6%
TIM
193
Tortoise Investment Management
New York
$6.56M -$181K -2,595 -3%
EWA
194
EverSource Wealth Advisors
Alabama
$6.56M -$29K -416 -0.5%
Pathstone Holdings
195
Pathstone Holdings
New Jersey
$6.55M -$88.8K -1,275 -1%
GI
196
Gradient Investments
Minnesota
$6.53M -$874K -12,552 -12%
RA
197
RFG Advisory
Alabama
$6.47M +$15.4K +221 +0.2%
LI
198
LVZ Inc
Michigan
$6.44M +$866K +12,435 +16%
FIS
199
Fischer Investment Strategies
California
$6.38M -$15.3M -219,637 -71%
KDA
200
Kraft Davis & Associates
Missouri
$6.2M +$5.91M +84,872 New