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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 %
TIM
201
Tortoise Investment Management
New York
$4.64M +$336K +5,555 +8%
GAM
202
Gotham Asset Management
New York
$4.45M +$4.45M +73,635 New
LI
203
LVZ Inc
Michigan
$4.45M -$597K -9,871 -12%
CMP
204
Coston McIsaac & Partners
Maine
$4.39M +$1.42M +23,482 +48%
GCA
205
Greenwood Capital Associates
South Carolina
$4.28M +$2.7M +44,586 +171%
CPC
206
Consolidated Planning Corp
Georgia
$4.24M -$1.6M -26,396 -27%
ASN
207
Advisory Services Network
Georgia
$4.16M -$83.8K -1,385 -2%
AFA
208
Avant Financial Advisors
Texas
$4.15M +$42.9K +709 +1%
VPWA
209
Vestia Personal Wealth Advisors
Indiana
$4M -$665 -11 -0%
AQR Capital Management
210
AQR Capital Management
Connecticut
$3.99M +$1.86M +30,674 +87%
IWN
211
Independent Wealth Network
Iowa
$3.95M +$234K +3,863 +6%
HR
212
Hardy Reed
Mississippi
$3.87M – – –
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$3.82M -$53K -877 -1%
WA
214
Waverly Advisors
Alabama
$3.76M +$246K +4,075 +7%
EWM
215
Empirical Wealth Management
Washington
$3.69M -$143K -2,367 -4%
SHGA
216
Sand Hill Global Advisors
California
$3.62M – – –
CAMG
217
CWA Asset Management Group
Florida
$3.58M +$3.27K +54 +0.1%
Brown Advisory
218
Brown Advisory
Maryland
$3.58M -$32K -529 -0.9%
LFA
219
Lauterbach Financial Advisors
Texas
$3.54M -$332K -5,491 -9%
HIA
220
HTG Investment Advisors
Connecticut
$3.54M -$46.5K -769 -1%
EWA
221
EP Wealth Advisors
California
$3.53M -$418K -6,910 -11%
CL
222
CLG LLC
California
$3.46M +$91.6K +1,514 +3%
IWC
223
Integrated Wealth Concepts
Massachusetts
$3.42M +$73.8K +1,220 +2%
WFA
224
Websterrogers Financial Advisors
South Carolina
$3.41M -$81.7K -1,351 -2%
MAS
225
MPWM Advisory Solutions
Georgia
$3.39M -$4.78K -79 -0.1%
7 8
9
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