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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
NP
451
NorthRock Partners
Minnesota
$740K +$1.86K +30 +0.3%
SWM
452
Seaside Wealth Management
California
$736K
DAS
453
Diversify Advisory Services
Utah
$736K -$223K -3,605 -25%
EFG
454
Everhart Financial Group
Ohio
$726K
SFP
455
Sterling Financial Planning
New Jersey
$717K +$35.6K +575 +6%
CCM
456
Coldstream Capital Management
Washington
$710K +$328K +5,296 +100%
LBC
457
Lowe Brockenbrough & Co
Virginia
$706K -$65.7K -1,061 -9%
WWC
458
Waypoint Wealth Counsel
Georgia
$697K
RWM
459
Ritholtz Wealth Management
New York
$695K
PAG
460
Private Advisory Group
Washington
$694K
FA
461
Faithward Advisors
Pennsylvania
$691K +$6.5K +105 +1%
WTC
462
WhitTier Trust Company
Nevada
$688K
TCM
463
TruNorth Capital Management
Michigan
$685K
NSG
464
Nalls Sherbakoff Group
Tennessee
$682K +$1.49K +24 +0.2%
SWA
465
SFMG Wealth Advisors
Texas
$682K -$7.12K -115 -1%
MCM
466
MAI Capital Management
Ohio
$678K +$1.49K +24 +0.2%
CCM
467
Condor Capital Management
New Jersey
$676K
RWRC
468
R.W. Roge & Company
New York
$675K -$59.8K -965 -9%
BWMG
469
Bannerman Wealth Management Group
Texas
$673K
BIG
470
Builder Investment Group
Georgia
$669K +$91.5K +1,477 +17%
MPW
471
Magnolia Private Wealth
Pennsylvania
$665K -$12.3M -198,906 -95%
TCM
472
Towneley Capital Management
California
$663K +$1.67K +27 +0.3%
GWA
473
Geometric Wealth Advisors
District of Columbia
$662K
IF
474
Integrity Financial
Wyoming
$650K +$323K +5,221 +116%
MWA
475
Midland Wealth Advisors
Illinois
$648K -$3.16K -51 -0.5%

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.