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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
CPA
426
Cathy Pareto & Associates
Florida
$845K +$70.2K +1,133 +10%
HA
427
Hanover Advisors
South Carolina
$842K +$148K +2,391 +24%
SRWM
428
Shira Ridge Wealth Management
California
$833K +$929 +15 +0.1%
MF
429
Montis Financial
Massachusetts
$832K +$1.05K +17 +0.1%
AF
430
Advisornet Financial
Minnesota
$827K -$8.86K -143 -1%
EW
431
Evoke Wealth
California
$826K +$58.9K +951 +8%
JWCA
432
J.W. Cole Advisors
Florida
$823K +$761K +12,283 New
Franklin Resources
433
Franklin Resources
California
$822K +$2.04K +33 +0.3%
Ameriprise
434
Ameriprise
Minnesota
$820K
Empower Advisory Group
435
Empower Advisory Group
Colorado
$818K
CFFP
436
Center for Financial Planning
Michigan
$817K
Wells Fargo
437
Wells Fargo
California
$814K -$206K -3,329 -22%
WP
438
Wealthspan Partners
Iowa
$814K -$5.2K -84 -0.7%
MA
439
Montag & Associates
Georgia
$814K -$2.41M -38,903 -76%
QCM
440
QRG Capital Management
Illinois
$804K +$7.8K +126 +1%
BCA
441
Bay Colony Advisors
Massachusetts
$799K +$23.8K +385 +3%
KA
442
Klingman & Associates
New York
$786K
CAG
443
Csenge Advisory Group
Florida
$784K +$49.8K +804 +7%
TFM
444
Trademark Financial Management
Minnesota
$777K
CRC
445
Curi RMB Capital
Illinois
$770K +$77.2K +1,247 +12%
CB
446
Commerce Bank
Missouri
$763K -$155K -2,504 -18%
Baird Financial Group
447
Baird Financial Group
Wisconsin
$752K -$220K -3,555 -24%
DPI
448
Diversified Portfolios Inc
Michigan
$749K
BAM
449
Belpointe Asset Management
Nevada
$742K
FCA
450
Fortis Capital Advisors
Kansas
$742K

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.