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DFUS

Dimensional US Equity ETF

740 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 304 increasing their positions, 196 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 20

55% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 196

17% more capital invested

Capital invested by funds: $10.6B → $12.4B (+$1.76B)

8% more funds holding in top 10

Funds holding in top 10: 117126 (+9)

5% more funds holding

Funds holding: 703740 (+37)

2.15% more ownership

Funds ownership: 78.52%80.67% (+2.1%)

Holders
740
Holders Change
+37
Holders Change %
+5.26%
% of All Funds
9.74%
Holding in Top 10
126
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.69%
% of All Funds
1.66%
New
64
Increased
304
Reduced
196
Closed
20
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
401
North Ridge Wealth Advisors
Oregon
$975K
WN
402
Williams & Novak
California
$974K -$333K -5,374 -27%
SAM
403
Summit Asset Management
Tennessee
$961K
MHWM
404
Montz Harcus Wealth Management
Louisiana
$959K +$8.54K +138 +1%
W
405
WorthPointe
California
$959K -$131K -2,123 -13%
CB
406
Cadence Bank
Mississippi
$950K
PWMG
407
Prestige Wealth Management Group
New Jersey
$947K -$89.8K -1,450 -9%
DWM
408
Drive Wealth Management
Utah
$944K -$335K -5,405 -28%
FH
409
Financial Harvest
Florida
$937K +$866K +13,981 New
MSF
410
Mustard Seed Financial
Arkansas
$924K +$62 +1 +0%
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$916K +$846K +13,667 New
CSIC
412
Clifford Swan Investment Counsel
California
$914K
PWM
413
Perigon Wealth Management
California
$913K +$250K +4,040 +42%
MWPCG
414
Measured Wealth Private Client Group
New Hampshire
$909K -$90.5K -1,461 -10%
PFM
415
Phillips Financial Management
Indiana
$909K +$1.42K +23 +0.2%
Bank of New York Mellon
416
Bank of New York Mellon
New York
$903K -$14.2K -230 -2%
LWL
417
Leo Wealth LLC
Texas
$894K +$2.23K +36 +0.3%
NGA
418
Naples Global Advisors
Florida
$881K
SAM
419
SP Asset Management
California
$875K +$2.17K +35 +0.3%
IA
420
IFG Advisors
Missouri
$867K -$21.2K -343 -3%
PFA
421
Pure Financial Advisors
California
$866K +$316K +5,109 +65%
MAMG
422
Milestone Asset Management Group
Connecticut
$862K +$1.24K +20 +0.2%
FIC
423
Family Investment Center
Missouri
$858K -$244K -3,948 -24%
FPCG
424
Forum Private Client Group
Indiana
$858K +$9.41K +152 +1%
CIA
425
Compass Ion Advisors
Pennsylvania
$854K +$2.17K +35 +0.3%

DFUS Hedge Fund Activity: Q2 2025 in Review

740 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2025, worth a combined $12.4B — up 17% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFUS positions and 20 closed out — a net gain of 44 holders — while 304 added to existing stakes and 196 trimmed.

The largest buyer was Prudential Financial, adding an estimated $158M. The largest seller was Mason & Associates (California), cutting an estimated $34.5M.

  • 740 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2025, up from 703 in Q1 2025.
  • Funds reported $12.4B of Dimensional US Equity ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 64 funds opened new Dimensional US Equity ETF positions in Q2 2025 and 20 closed out, a net change of +44 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2025 was Prudential Financial, an estimated $158M added.
  • The largest Dimensional US Equity ETF seller in Q2 2025 was Mason & Associates (California), an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2025.