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DFUS

Dimensional US Equity ETF
DFUS

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: 115 → 117 (+2)

1.23% more ownership

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

1% more funds holding

Funds holding: 696 → 703 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$1.03B
2
LPL Financial
LPL Financial
California
+$75.9M
3
SC
SouthState Corp
Florida
+$75.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$49.2M
5
RFP
Root Financial Partners
California
+$36.9M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$65.5M
2
EFP
Elser Financial Planning
Indiana
-$61.4M
3
IFA
Index Fund Advisors
California
-$41.1M
4
EP
Essential Planning
New Hampshire
-$33.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
426
Essex Financial Services
Connecticut
$725K +$88.4K +1,384 +13%
QCM
427
QRG Capital Management
Illinois
$718K +$25.6K +401 +3%
KA
428
Klingman & Associates
New York
$709K – – –
TFM
429
Trademark Financial Management
Minnesota
$702K – – –
LBC
430
Lowe Brockenbrough & Co
Virginia
$701K – – –
BCA
431
Bay Colony Advisors
Massachusetts
$694K +$43.8K +685 +6%
CPA
432
Cathy Pareto & Associates
Florida
$694K -$16.4K -256 -2%
EW
433
Evoke Wealth
California
$688K – – –
DPI
434
Diversified Portfolios Inc
Michigan
$676K -$73.7K -1,154 -9%
BAM
435
Belpointe Asset Management
Nevada
$670K – – –
FCA
436
Fortis Capital Advisors
Kansas
$670K – – –
RWRC
437
R.W. Roge & Company
New York
$668K +$387K +6,063 +122%
NP
438
NorthRock Partners
Minnesota
$666K +$1.6K +25 +0.2%
SWM
439
Seaside Wealth Management
California
$664K -$38.3K -600 -5%
EFG
440
Everhart Financial Group
Ohio
$655K +$692K +10,830 New
CAG
441
Csenge Advisory Group
Florida
$652K +$9.84K +154 +1%
AWMM
442
Aegis Wealth Management (Maryland)
Maryland
$648K +$685K +10,716 New
WWC
443
Waypoint Wealth Counsel
Georgia
$629K – – –
RWM
444
Ritholtz Wealth Management
New York
$627K – – –
PAG
445
Private Advisory Group
Washington
$627K – – –
AFAS
446
Acorn Financial Advisory Services
Virginia
$625K +$64 +1 +0%
SWA
447
SFMG Wealth Advisors
Texas
$623K +$128 +2 +0%
WTC
448
WhitTier Trust Company
Nevada
$621K +$656K +10,263 New
CRC
449
Curi RMB Capital
Illinois
$620K +$1.41K +22 +0.2%
TCM
450
TruNorth Capital Management
Michigan
$619K – – –
16 17
18
19 20

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.