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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$82.2M +$3.82M +61,680 +5%
DPW
27
DiNuzzo Private Wealth
Pennsylvania
$82.1M +$1.69M +27,218 +2%
FFM
28
Forum Financial Management
Illinois
$81.7M -$794K -12,816 -1%
MWM
29
Modera Wealth Management
New Jersey
$80.8M +$3.75M +60,542 +5%
AC
30
Apella Capital
Connecticut
$79.4M +$28.6M +461,706 +65%
CPIG
31
Chicago Partners Investment Group
Illinois
$74.4M +$1.72M +27,741 +3%
Bank of America
32
Bank of America
North Carolina
$73.1M +$8.99M +145,257 +15%
CFO
33
Colony Family Offices
North Carolina
$69M +$4.27M +68,898 +7%
FG
34
Foster Group
Iowa
$68M -$316K -5,100 -0.5%
CL
35
Choreo LLC
Illinois
$67.7M -$625K -10,100 -1%
AAM
36
Austin Asset Management
Texas
$66.1M -$3.85M -62,193 -6%
EAM
37
Evanson Asset Management
California
$63.5M -$1.43M -23,028 -2%
SC
38
Savant Capital
Illinois
$61.4M -$2.18M -35,192 -4%
JP Morgan Chase
39
JP Morgan Chase
New York
$61.1M -$978K -15,797 -2%
PWM
40
PBMares Wealth Management
Virginia
$61.1M +$5.9M +95,254 +12%
SC
41
SouthState Corp
Florida
$60.9M -$17.1M -275,940 -23%
HWMT
42
Heritage Wealth Management (Texas)
Texas
$59.1M +$6.19M +99,947 +13%
QWM
43
Quadcap Wealth Management
Texas
$56.1M +$4.18M +67,441 +9%
OFP
44
OLIO Financial Planning
Virginia
$54.3M +$3.07M +49,526 +7%
WCWM
45
Willow Creek Wealth Management
California
$53.4M +$3.27M +52,789 +7%
1WM
46
1900 Wealth Management
Texas
$51.4M +$35.5K +573 +0.1%
EMC
47
Everest Management Corp
California
$50.3M +$6.92M +111,766 +18%
RCI
48
RS Crum Inc
California
$48.4M +$1.63M +26,381 +4%
WMN
49
Wealth Management Nebraska
Nebraska
$48.1M +$2.16M +34,931 +5%
Truist Financial
50
Truist Financial
North Carolina
$47.7M -$904K -14,596 -2%

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.