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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
Prudential Financial
1
Prudential Financial
New Jersey
$3.67B +$385M +5,530,408 +12%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$668M +$77.6M +1,113,200 +14%
MPW
3
MASECO Private Wealth
$546M -$25.1M -359,698 -5%
IFA
4
Index Fund Advisors
California
$362M -$4.16M -59,725 -1%
PL
5
Plancorp LLC
Missouri
$331M -$1.59M -22,879 -0.5%
RFP
6
Root Financial Partners
California
$330M +$102M +1,466,016 +47%
SWA
7
Sax Wealth Advisors
New Jersey
$258M +$9.87M +141,681 +4%
LPL Financial
8
LPL Financial
California
$257M -$5.09M -73,120 -2%
Creative Planning
9
Creative Planning
Kansas
$250M -$5.09M -73,077 -2%
TWA
10
TCI Wealth Advisors
Arizona
$214M +$15.5M +221,791 +8%
GWWM
11
Great Waters Wealth Management
Minnesota
$181M +$7.42M +106,456 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$178M -$3.84M -55,188 -2%
ZF
13
Zhang Financial
Michigan
$174M +$457K +6,566 +0.3%
Mariner
14
Mariner
Kansas
$171M +$26.1M +375,178 +19%
GCM
15
G2 Capital Management
Ohio
$164M +$5.73M +82,204 +4%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$143M -$4.55M -65,265 -3%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$116M -$2.52M -36,208 -2%
IDA
18
Intelligence Driven Advisers
California
$112M +$1.18M +16,954 +1%
FFM
19
Flagstone Financial Management
Nebraska
$108M +$1.96M +28,087 +2%
Raymond James Financial
20
Raymond James Financial
Florida
$108M +$3.7M +53,077 +4%
SFA
21
Sequoia Financial Advisors
Ohio
$102M -$1.8M -25,881 -2%
JWA
22
JFS Wealth Advisors
Pennsylvania
$102M -$517K -7,414 -0.5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$98.1M -$183M -2,621,712 -66%
VT
24
Vise Technologies
New York
$97.4M +$93.6M +1,343,917 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$96.4M +$2.18M +31,339 +2%