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DFUS

Dimensional US Equity ETF
DFUS

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: 115 → 117 (+2)

1.23% more ownership

Funds ownership: 77.29% → 78.52% (+1.2%)

1% more funds holding

Funds holding: 696 → 703 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$1.03B
2
LPL Financial
LPL Financial
California
+$75.9M
3
SC
SouthState Corp
Florida
+$75.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$49.2M
5
RFP
Root Financial Partners
California
+$36.9M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$65.5M
2
EFP
Elser Financial Planning
Indiana
-$61.4M
3
IFA
Index Fund Advisors
California
-$41.1M
4
EP
Essential Planning
New Hampshire
-$33.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
476
Ironwood Financial
Arizona
$530K -$28.8K -450 -5%
BAWC
477
Boyce & Associates Wealth Consulting
Texas
$524K +$1.02K +16 +0.2%
AP
478
Aspect Partners
Virginia
$522K – – –
QHA
479
Quarry Hill Advisors
Minnesota
$520K -$2.3K -36 -0.4%
CIA
480
Cape Investment Advisory
Georgia
$519K +$19.9K +312 +4%
MFS
481
Madrona Financial Services
Washington
$517K – – –
BIG
482
Builder Investment Group
Georgia
$515K +$151K +2,369 +39%
FF
483
Francis Financial
$508K – – –
BGWM
484
Bridge Generations Wealth Management
Florida
$506K – – –
OMC
485
Old Mission Capital
Illinois
$503K +$531K +8,316 New
SP
486
Stonebrook Private
Michigan
$501K -$64.8K -1,014 -11%
FDCP
487
Foster Dykema Cabot & Partners
Massachusetts
$501K – – –
SA
488
Stewardship Advisors
Pennsylvania
$499K +$87.9K +1,375 +20%
RWM
489
Rockwood Wealth Management
Pennsylvania
$487K – – –
FWTB
490
First Western Trust Bank
Colorado
$483K – – –
LIM
491
Leavell Investment Management
Alabama
$478K +$90.4K +1,415 +22%
PFA
492
Pure Financial Advisors
California
$473K -$31.9K -499 -6%
AIA
493
Allied Investment Advisors
Montana
$469K – – –
NB
494
Nicolet Bankshares
Wisconsin
$468K – – –
BMCM
495
Bryn Mawr Capital Management
Pennsylvania
$465K – – –
MCM
496
M1 Capital Management
Michigan
$456K – – –
PWA
497
PCG Wealth Advisors
Kansas
$454K – – –
SCM
498
SOL Capital Management
Maryland
$452K +$197K +3,080 +70%
PC
499
Peavine Capital
Nevada
$450K – – –
WWM
500
Westwood Wealth Management
California
$449K – – –
18 19
20
21 22

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.