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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
CB
401
Commerce Bank
Missouri
$840K
MSF
402
Mustard Seed Financial
Arkansas
$834K -$2.04K -32 -0.2%
Bank of New York Mellon
403
Bank of New York Mellon
New York
$828K -$1.21K -19 -0.1%
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$827K -$552K -8,646 -39%
CSIC
405
Clifford Swan Investment Counsel
California
$825K
PFM
406
Phillips Financial Management
Indiana
$819K -$25.8K -403 -3%
LWL
407
Leo Wealth LLC
Texas
$805K -$55.5K -869 -6%
IA
408
IFG Advisors
Missouri
$803K +$19.2K +300 +2%
NGA
409
Naples Global Advisors
Florida
$795K
SAM
410
SP Asset Management
California
$788K +$1.85K +29 +0.2%
PSP
411
Principal Street Partners
Tennessee
$786K +$1.85K +29 +0.2%
MAMG
412
Milestone Asset Management Group
Connecticut
$777K -$1.47K -23 -0.2%
AAP
413
Arax Advisory Partners
Colorado
$777K +$645K +10,094 +367%
CIA
414
Compass Ion Advisors
Pennsylvania
$768K +$812K +12,703 New
FPCG
415
Forum Private Client Group
Indiana
$765K -$28.8K -450 -3%
TC
416
TownSquare Capital
Utah
$763K +$27.6K +432 +4%
PNC Financial Services Group
417
PNC Financial Services Group
Pennsylvania
$762K -$109K -1,706 -12%
AF
418
Advisornet Financial
Minnesota
$755K +$268K +4,199 +51%
SRWM
419
Shira Ridge Wealth Management
California
$750K -$102K -1,599 -11%
MF
420
Montis Financial
Massachusetts
$750K +$64 +1 +0%
Ameriprise
421
Ameriprise
Minnesota
$740K +$336K +5,256 +75%
Franklin Resources
422
Franklin Resources
California
$740K +$1.79K +28 +0.2%
WP
423
Wealthspan Partners
Iowa
$740K
Empower Advisory Group
424
Empower Advisory Group
Colorado
$738K
CFFP
425
Center for Financial Planning
Michigan
$737K

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.