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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$73.9M +$6.04M +94,467 +8%
DPW
27
DiNuzzo Private Wealth
Pennsylvania
$72.4M -$368K -5,760 -0.5%
SC
28
SouthState Corp
Florida
$71.6M +$75.7M +1,184,226 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$70.5M +$4.5M +70,466 +6%
MWM
30
Modera Wealth Management
New Jersey
$69.3M -$612K -9,585 -0.8%
MAC
31
Mason & Associates (California)
California
$64.7M -$2.19M -34,285 -3%
CPIG
32
Chicago Partners Investment Group
Illinois
$64M +$2.51M +39,348 +4%
AAM
33
Austin Asset Management
Texas
$63.4M -$1.55M -24,192 -2%
CL
34
Choreo LLC
Illinois
$61.7M -$343K -5,370 -0.5%
FG
35
Foster Group
Iowa
$61.6M -$394K -6,163 -0.6%
EAM
36
Evanson Asset Management
California
$58.7M -$113K -1,765 -0.2%
CFO
37
Colony Family Offices
North Carolina
$58.1M -$1.4M -21,954 -2%
SC
38
Savant Capital
Illinois
$57.5M -$4.81M -75,313 -7%
Bank of America
39
Bank of America
North Carolina
$57.2M +$14.4M +225,158 +31%
JP Morgan Chase
40
JP Morgan Chase
New York
$56.1M +$301K +4,710 +0.5%
PWM
41
PBMares Wealth Management
Virginia
$49.4M +$4.42M +69,187 +9%
HWMT
42
Heritage Wealth Management (Texas)
Texas
$47.3M -$1.19M -18,570 -2%
QWM
43
Quadcap Wealth Management
Texas
$46.6M +$6.58M +102,974 +15%
1WM
44
1900 Wealth Management
Texas
$46.3M -$251K -3,929 -0.5%
OFP
45
OLIO Financial Planning
Virginia
$46M +$6.08M +95,197 +14%
WCWM
46
Willow Creek Wealth Management
California
$45M +$1.94M +30,362 +4%
Truist Financial
47
Truist Financial
North Carolina
$44M -$7.47M -116,923 -14%
RCI
48
RS Crum Inc
California
$42M -$1.13M -17,631 -2%
AC
49
Apella Capital
Connecticut
$42M +$3.65M +57,052 +9%
WMN
50
Wealth Management Nebraska
Nebraska
$41.5M +$5.47M +85,643 +14%

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.