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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
FA
451
Faithward Advisors
Pennsylvania
$617K -$46.5K -727 -7%
HA
452
Hanover Advisors
South Carolina
$615K -$1.6K -25 -0.2%
NSG
453
Nalls Sherbakoff Group
Tennessee
$614K +$649K +10,157 New
SFP
454
Sterling Financial Planning
New Jersey
$612K +$69.5K +1,087 +12%
CCM
455
Condor Capital Management
New Jersey
$610K
MCM
456
MAI Capital Management
Ohio
$610K +$34.2K +535 +6%
BWMG
457
Bannerman Wealth Management Group
Texas
$608K
TFA
458
TPG Financial Advisors
Oregon
$607K -$37.1K -581 -5%
GWA
459
Geometric Wealth Advisors
District of Columbia
$598K
CPRC
460
Consolidated Portfolio Review Corp
New York
$597K +$259K +4,046 +69%
TCM
461
Towneley Capital Management
California
$597K -$42.9K -671 -6%
SA
462
Sincerus Advisory
New York
$591K +$2.11K +33 +0.3%
MWA
463
Midland Wealth Advisors
Illinois
$588K -$9.84K -154 -2%
PWM
464
Perigon Wealth Management
California
$579K +$168K +2,629 +38%
CSI
465
Cross Staff Investments
New York
$579K
GA
466
Greenspring Advisors
Maryland
$578K -$20K -313 -3%
BF
467
Brogan Financial
Tennessee
$573K +$1.41K +22 +0.2%
SVWAG
468
Sound View Wealth Advisors Group
Georgia
$572K
IFS
469
Intelligent Financial Strategies
Minnesota
$551K -$53.9K -843 -8%
VWA
470
Visionary Wealth Advisors
Illinois
$549K -$30.7K -481 -5%
LGWM
471
Litman Gregory Wealth Management
California
$543K
TA
472
TFB Advisors
Kansas
$541K -$5.43K -85 -0.9%
TFP
473
Traction Financial Partners
Wyoming
$538K +$114K +1,788 +25%
MMA
474
Miracle Mile Advisors
California
$534K -$27.6K -432 -5%
SF
475
Safeguard Financial
Wisconsin
$533K -$925K -14,483 -62%

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.