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Dimensional US Equity ETF
DFUS

Overview Fund Activity

695 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, 208 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
9.44%
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
208
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 %
Prudential Financial
1
Prudential Financial
New Jersey
$2.72B +$1.03B +16,185,605 +61%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$507M -$2.54M -41,997 -0.5%
IFA
3
Index Fund Advisors
California
$312M -$38.9M -642,577 -11%
PL
4
Plancorp LLC
Missouri
$285M -$4.73M -78,237 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$232M -$12.3M -202,882 -5%
LPL Financial
6
LPL Financial
California
$218M +$71.9M +1,188,511 +49%
Creative Planning
7
Creative Planning
Kansas
$215M -$2.69M -44,396 -1%
SWA
8
Sax Wealth Advisors
New Jersey
$206M +$7.82M +129,235 +4%
RFP
9
Root Financial Partners
California
$175M +$34.9M +577,114 +25%
ZF
10
Zhang Financial
Michigan
$152M +$8.31M +137,438 +6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$150M +$46.6M +770,398 +45%
TWA
12
TCI Wealth Advisors
Arizona
$150M +$8.44M +139,609 +6%
GWWM
13
Great Waters Wealth Management
Minnesota
$143M -$8.75M -144,638 -6%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$119M +$14.9M +246,668 +14%
Corient Private Wealth
15
Corient Private Wealth
Florida
$117M +$20.8M +343,927 +22%
GCM
16
G2 Capital Management
Ohio
$109M +$7.46M +123,304 +7%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$97.2M -$1.65M -27,289 -2%
Mariner
18
Mariner
Kansas
$95.9M +$25.2M +416,218 +36%
Raymond James Financial
19
Raymond James Financial
Florida
$94.8M +$14.4M +238,887 +18%
SFA
20
Sequoia Financial Advisors
Ohio
$88.1M -$1.05M -17,305 -1%
JWA
21
JFS Wealth Advisors
Pennsylvania
$83.9M -$806K -13,334 -1%
FFM
22
Flagstone Financial Management
Nebraska
$83.9M +$3.74M +61,847 +5%
IDA
23
Intelligence Driven Advisers
California
$80.8M +$843K +13,945 +1%
AssetMark Inc
24
AssetMark Inc
California
$74.8M +$958K +15,836 +1%
FFM
25
Forum Financial Management
Illinois
$74.5M -$1.76M -29,040 -2%
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