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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
KF
351
K2 Financial
California
$1.23M +$42.3K +662 +3%
WN
352
Williams & Novak
California
$1.21M +$84.1K +1,316 +7%
IWM
353
IHT Wealth Management
Illinois
$1.21M -$13K -204 -1%
WCM
354
Warburton Capital Management
Oklahoma
$1.2M +$696K +10,886 +121%
DWM
355
Drive Wealth Management
Utah
$1.18M +$97.7K +1,529 +9%
AWM
356
Axxcess Wealth Management
California
$1.18M +$1.24M +19,464 New
SAM
357
Smartleaf Asset Management
Massachusetts
$1.18M
AUB
358
Atlantic Union Bankshares
Virginia
$1.17M
FFG
359
First Financial Group
North Carolina
$1.15M
BP
360
BWM Planning
Texas
$1.15M -$11.9K -186 -1%
CAM
361
Clark Asset Management
New Hampshire
$1.14M +$256 +4 +0%
OFA
362
Onyx Financial Advisors
Idaho
$1.12M +$64 +1 +0%
MFWP
363
Mosaic Family Wealth Partners
Missouri
$1.11M
CWD
364
Clarity Wealth Development
Oregon
$1.11M -$78.2K -1,223 -6%
SIC
365
Samalin Investment Counsel
New York
$1.1M +$800K +12,525 +220%
CCWA
366
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M -$26K -407 -2%
CWP
367
Cyndeo Wealth Partners
Florida
$1.07M
PFA
368
Professional Financial Advisors
Nebraska
$1.06M +$2.49K +39 +0.2%
JSL
369
JT Stratford LLC
Georgia
$1.06M +$167K +2,606 +17%
LP
370
LGL Partners
Pennsylvania
$1.04M -$2.46M -38,570 -69%
Thrivent Financial for Lutherans
371
Thrivent Financial for Lutherans
Minnesota
$1.03M
ACP
372
Aviance Capital Partners
Florida
$1.03M +$1.09M +16,986 New
EIA
373
Eldridge Investment Advisors
New Hampshire
$1.02M
CWA
374
Canvas Wealth Advisors
Kansas
$1.02M +$142K +2,221 +14%
FIC
375
Family Investment Center
Missouri
$1.01M +$767 +12 +0.1%

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.