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DFUS

Dimensional US Equity ETF

703 hedge funds and large institutions have $10.6B invested in Dimensional US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 210 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 26

25% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 210

8% more capital invested

Capital invested by funds: $9.86B → $10.6B (+$762M)

2% more funds holding in top 10

Funds holding in top 10: 115117 (+2)

1.23% more ownership

Funds ownership: 77.29%78.52% (+1.2%)

1% more funds holding

Funds holding: 696703 (+7)

Holders
703
Holders Change
+7
Holders Change %
+1.01%
% of All Funds
9.43%
Holding in Top 10
117
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.74%
% of All Funds
1.57%
New
47
Increased
263
Reduced
210
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
WNY Asset Management
New York
$1.45M +$2.04K +32 +0.1%
AWM
327
Arista Wealth Management
Nevada
$1.44M
TI
328
Truepoint Inc
Ohio
$1.44M
MFG
329
Merit Financial Group
Georgia
$1.43M +$136K +2,136 +10%
RA
330
RFG Advisory
Alabama
$1.42M -$98.8K -1,546 -6%
IAN
331
Integrated Advisors Network
Texas
$1.42M -$405K -6,334 -21%
SIAG
332
Safeguard Investment Advisory Group
California
$1.41M -$18K -281 -1%
DADC
333
D.A. Davidson & Co
Montana
$1.4M +$269K +4,207 +22%
RTL
334
Red Tortoise LLC
Georgia
$1.4M +$1.02K +16 +0.1%
IFG
335
Independent Financial Group
California
$1.36M
PFBT
336
Parkside Financial Bank & Trust
Missouri
$1.35M +$145K +2,264 +11%
BFS
337
Beacon Financial Strategies
North Carolina
$1.35M
AC
338
Applied Capital
Arkansas
$1.33M -$66.8K -1,046 -5%
AWM
339
AE Wealth Management
Kansas
$1.33M -$27.5K -430 -2%
WCP
340
Wick Capital Partners
Pennsylvania
$1.33M +$106K +1,656 +8%
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$1.33M +$194K +3,036 +16%
LIWM
342
Long Island Wealth Management
New York
$1.33M +$1.4M +21,929 New
FOA
343
Five Oceans Advisors
California
$1.32M -$188K -2,947 -12%
SPIA
344
Steward Partners Investment Advisory
New York
$1.32M +$319K +4,988 +30%
FCI
345
Financial Counselors Inc
Kansas
$1.31M -$22K -345 -2%
SFP
346
SwitchPoint Financial Planning
Utah
$1.3M -$248K -3,882 -15%
CPSAC
347
Chas P. Smith & Associates (CPS)
Florida
$1.29M
USCWA
348
U.S. Capital Wealth Advisors
Texas
$1.28M -$63.9K -1,000 -4%
KeyBank National Association
349
KeyBank National Association
Ohio
$1.27M -$73.5K -1,150 -5%
MWC
350
MBM Wealth Consultants
Missouri
$1.26M

DFUS Hedge Fund Activity: Q1 2025 in Review

703 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2025, worth a combined $10.6B — up 7.7% from $9.86B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFUS positions and 26 closed out — a net gain of 21 holders — while 263 added to existing stakes and 210 trimmed.

The largest buyer was Prudential Financial, adding an estimated $1.03B. The largest seller was Cetera Investment Advisers, cutting an estimated $65.5M.

  • 703 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2025, up from 696 in Q4 2024.
  • Funds reported $10.6B of Dimensional US Equity ETF stock for Q1 2025, up 7.7% quarter-over-quarter.
  • 47 funds opened new Dimensional US Equity ETF positions in Q1 2025 and 26 closed out, a net change of +21 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2025 was Prudential Financial, an estimated $1.03B added.
  • The largest Dimensional US Equity ETF seller in Q1 2025 was Cetera Investment Advisers, an estimated $65.5M sold.

Based on aggregated 13F filings for Q1 2025.