We are live on ! Find out more
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
SVWG
501
Shared Vision Wealth Group
United States
$441K – – –
FRA
502
Frank Rimerman Advisors
California
$435K – – –
GI
503
Gradient Investments
Minnesota
$428K +$201K +3,141 +80%
BCM
504
Becker Capital Management
Oregon
$426K – – –
CIA
505
Cladis Investment Advisory
Montana
$424K -$27.2K -425 -6%
ECM
506
Evergreen Capital Management
Washington
$419K – – –
KBFS
507
Kohmann Bosshard Financial Services
Ohio
$418K – – –
NDWM
508
New Dimensions Wealth Management
Texas
$418K +$441K +6,907 New
Kovitz Investment Group Partners
509
Kovitz Investment Group Partners
Illinois
$416K – – –
BCM
510
Brookstone Capital Management
Illinois
$407K -$20.3K -317 -4%
BPWM
511
Badgley Phelps Wealth Managers
Washington
$406K – – –
PTC
512
Private Trust Company
Ohio
$405K +$30.2K +473 +8%
BSSFA
513
Baron Silver Stevens Financial Advisors
Florida
$404K – – –
EP
514
Essential Planning
New Hampshire
$398K -$33.8M -529,137 -99%
GKWIM
515
Gerber Kawasaki Wealth & Investment Management
California
$395K +$895 +14 +0.2%
PWM
516
Penobscot Wealth Management
Maine
$394K – – –
AWS
517
Atria Wealth Solutions
New York
$387K -$971K -15,201 -70%
BW
518
BIP Wealth
Georgia
$386K – – –
GWM
519
GSB Wealth Management
Connecticut
$384K – – –
HCM
520
Hollencrest Capital Management
California
$383K -$78.4K -1,227 -16%
HWA
521
HMV Wealth Advisors
Louisiana
$381K +$402K +6,295 New
KFG
522
Kelly Financial Group
Connecticut
$380K +$402K +6,287 New
R
523
Rebalance
California
$379K +$895 +14 +0.2%
SRCM
524
Signature Resources Capital Management
California
$378K – – –
NPAN
525
Northeast Planning Associates NH
New Hampshire
$378K – – –
19 20
21
22 23

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.