Dimensional U.S. Equity

DFUS • ARCA

Dimensional U.S. Equity is an exchange-traded fund on ARCA. As of Q3 2025, 744 institutional investors hold shares in this ETF, with total holdings valued at $13.4B. PRUDENTIAL FINANCIAL INC is the largest holder with a position valued at $3.7B.

Overview

Overview of institutional ownership in DFUS as of Q3 2025

All Institutions

Institutions: 744
Value Held: $13.4B
Shares Held: 184.9M
Avg Position: $18.0M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 5
Value Held: $26.6M
Shares Held: 366.1K
Avg Position: $5.3M
Median Position: $2.1M

Biggest Investors

Institutions with the largest positions in DFUS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
PRUDENTIAL FINANCIAL INC Institution	Andrew F. Sullivan CEO	$3.7B 4.36% of portfolio	50.6M shares	Q2 2023 Held for 2y 6m	$84.1B
C Colony Group, LLC Institution	-	$667.6M 1.09% of portfolio	9.2M shares	Q4 2023 Held for 2 years	$61.0B
Index Fund Advisors, Inc. RIA/Wealth	Mark Thomas Hebner CEO	$361.7M 17.56% of portfolio	5.0M shares	Q4 2021 Held for 4 years	$2.1B
Plancorp, LLC RIA/Wealth	J. Christopher Kerckhoff CEO	$331.2M 10.52% of portfolio	4.6M shares	Q2 2021 Held for 4y 6m	$3.1B
R Root Financial Partners, LLC RIA/Wealth	James Matthew Conole Founder	$330.4M 20.36% of portfolio	4.6M shares	Q1 2023 Held for 2y 9m	$1.6B
SAX WEALTH ADVISORS, LLC RIA/Wealth	Kyle Robert Stawicki Managing Partner	$258.4M 13.89% of portfolio	3.6M shares	Q3 2021 Held for 4y 3m	$1.9B
L LPL Financial LLC Institution	-	$257.4M 0.08% of portfolio	3.6M shares	Q2 2021 Held for 4y 6m	$340.07B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$250.5M 0.19% of portfolio	3.5M shares	Q2 2021 Held for 4y 6m	$130.86B
TCI Wealth Advisors, Inc. RIA/Wealth	Samuel Thomas Swift CEO	$213.9M 12.76% of portfolio	3.0M shares	Q2 2021 Held for 4y 6m	$1.7B
Great Waters Wealth Management RIA/Wealth	Michael Joseph Palumbo CEO	$180.9M 21.37% of portfolio	2.5M shares	Q4 2022 Held for 3 years	$846.4M

Net Capital Flow

Institutional buying and selling activity for DFUS in Q3 2025

Traded: +$542.6M
Buyers: 322
Sellers: 244
Total Bought: +$1.0B
Total Sold: −$466.0M
Avg Position: $17.6M

Biggest Buyers

Institution	Net Bought	Current Position
PRUDENTIAL FINANCIAL INC Institution	+$400.6M +5.5M shares	$3.7B 50.6M shares
R Root Financial Partners, LLC RIA/Wealth	+$106.2M +1.5M shares	$330.4M 4.6M shares
V Vise Technologies, Inc. Institution	+$97.4M +1.3M shares	$97.4M 1.3M shares
C Colony Group, LLC Institution	+$80.8M +1.1M shares	$667.6M 9.2M shares
Mariner Wealth Advisors, LLC RIA/Wealth	+$27.2M +375.2K shares	$171.2M 2.4M shares
Farther Finance Advisors, LLC RIA/Wealth	+$16.8M +231.6K shares	$39.5M 544.7K shares
TCI Wealth Advisors, Inc. RIA/Wealth	+$16.1M +221.8K shares	$213.9M 3.0M shares
SAX WEALTH ADVISORS, LLC RIA/Wealth	+$10.3M +141.7K shares	$258.4M 3.6M shares
Investmark Advisory Group LLC RIA/Wealth	+$9.6M +132.9K shares	$26.0M 358.5K shares
BAKER TILLY FINANCIAL, LLC RIA/Wealth	+$9.5M +130.7K shares	$9.5M 130.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$189.9M −2.6M shares	$98.1M 1.4M shares
C CI Private Wealth, LLC RIA/Wealth	−$72.7M −1.0M shares	$51.1M 712.2K shares
FIRST FINANCIAL HOLDINGS, INC. Institution	−$34.4M −474.4K shares	$31.4M 433.8K shares
FISCHER INVESTMENT STRATEGIES, LLC RIA/Wealth	−$15.9M −219.6K shares	$6.4M 88.1K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$10.3M −154.1K shares	Sold Off 0 shares
C Concord Asset Management, LLC/VA RIA/Wealth	−$10.0M −148.9K shares	Sold Off 0 shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$6.4M −95.2K shares	Sold Off 0 shares
Quadcap Wealth Management, LLC RIA/Wealth	−$6.3M −86.8K shares	$54.4M 750.8K shares
Wealthcare Advisory Partners LLC RIA/Wealth	−$6.3M −86.5K shares	$5.7M 78.7K shares
L LPL Financial LLC Institution	−$5.3M −73.1K shares	$257.4M 3.6M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFUS in Q3 2025

New Positions: 35
New Value: $130.8M
Exited Positions: 18
Exited Value: $35.9M

New Positions

Institution	Position Value
V Vise Technologies, Inc. Institution	$97.4M 1.3M shares
K Kraft, Davis & Associates, LLC Institution	$6.2M 84.9K shares
VIRTUE ASSET MANAGEMENT LLC RIA/Wealth	$5.3M 73.8K shares
E Elm Partners Management LLC Institution	$5.1M 70.6K shares
Black Diamond Financial, LLC RIA/Wealth	$4.4M 61.2K shares
Parkside Investments, LLC RIA/Wealth	$1.3M 18.5K shares
Tactive Advisors, LLC RIA/Wealth	$1.2M 16.8K shares
PARSONS CAPITAL MANAGEMENT INC/RI RIA/Wealth	$1.2M 16.8K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$1.2M 15.5K shares
Signal Advisors Wealth, LLC RIA/Wealth	$653.8K 9.0K shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$10.3M 154.1K shares
C Concord Asset Management, LLC/VA RIA/Wealth	$10.0M 148.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$6.4M 95.2K shares
Cambria Investment Management, L.P. ETF Provider	$1.6M 23.5K shares
Empowered Funds, LLC ETF Provider	$1.6M 23.5K shares
S SMITH CHAS P & ASSOCIATES PA CPAS Institution	$1.4M 21.1K shares
C Cyndeo Wealth Partners, LLC RIA/Wealth	$1.2M 17.6K shares
BANNERMAN WEALTH MANAGEMENT GROUP, LLC RIA/Wealth	$673.2K 10.0K shares
SRS Capital Advisors, Inc. RIA/Wealth	$536.9K 8.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$424.2K 6.3K shares

Options Activity

Institutions with the largest Call and Put options positions in DFUS as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFUS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G2 CAPITAL MANAGEMENT, LLC / OH RIA/Wealth	Jeffrey Richard Gomez Managing Partner	41.33% $163.8M	2.3M shares	Q4 2021 Held for 4 years	$396.2M
Everest Management Corp. RIA/Wealth	Ranga Srinivasan Founder	34.95% $54.8M	756.7K shares	Q4 2024 Held for 1 year	$156.9M
Graver Capital Management, LLC RIA/Wealth	James Harrison Graver CCO	29.79% $35.3M	488.0K shares	Q4 2024 Held for 1 year	$118.7M
Heritage Wealth Management, Inc./Texas RIA/Wealth	Stephen Jeffrey Coplon President	28.60% $64.9M	895.5K shares	Q4 2022 Held for 3 years	$226.8M
Flagstone Financial Management RIA/Wealth	Michael Tate Johnson Managing Partner	28.58% $108.3M	1.5M shares	Q4 2022 Held for 3 years	$379.0M
AG Asset Advisory, LLC RIA/Wealth	Anthony Michael Glomski Managing Partner	26.34% $31.7M	438.3K shares	Q4 2024 Held for 1 year	$120.5M
Great Waters Wealth Management RIA/Wealth	Michael Joseph Palumbo CEO	21.37% $180.9M	2.5M shares	Q4 2022 Held for 3 years	$846.4M
V Vermillion Wealth Management, Inc. RIA/Wealth	Philip Nordell Carey CEO	20.63% $47.1M	649.8K shares	Q4 2024 Held for 1 year	$228.1M
R Root Financial Partners, LLC RIA/Wealth	James Matthew Conole Founder	20.36% $330.4M	4.6M shares	Q1 2023 Held for 2y 9m	$1.6B
Colony Family Offices, LLC Family Office	Wyman Thomas Byrd CIO	20.30% $78.4M	1.1M shares	Q2 2021 Held for 4y 6m	$386.3M

Hedge Fund Spotlight

Discover hedge funds investing in DFUS

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerDavid Allen Lippe

Portfolio Value: $75.8B
Positions: 3,421
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional U.S. Equity

Market Value: $2.1M
Shares Held: 29.2K
Portfolio Weight: 0.00%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%