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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
CTC
526
Central Trust Company
Missouri
$369K – – –
FPCP
527
Fort Point Capital Partners
California
$368K – – –
NG
528
Norden Group
Utah
$366K +$895 +14 +0.2%
WTB
529
Washington Trust Bank
Washington
$364K – – –
AFG
530
Atomi Financial Group
New York
$356K +$31K +485 +9%
SHJ
531
Sharkey, Howes & Javer
Colorado
$351K +$831 +13 +0.2%
SWMG
532
Signature Wealth Management Group
Georgia
$349K +$166K +2,591 +82%
AWMG
533
Alliance Wealth Management Group
New Jersey
$346K – – –
TCM
534
Towercrest Capital Management
Pennsylvania
$346K – – –
T
535
Tableaux
Massachusetts
$344K +$54K +845 +17%
CCWM
536
Cassaday & Co Wealth Management
Virginia
$343K – – –
VCM
537
Versant Capital Management
Arizona
$340K +$575 +9 +0.2%
AA
538
Apriem Advisors
California
$339K – – –
BEAM
539
Baker Ellis Asset Management
Washington
$338K +$357K +5,587 New
WAN
540
Wealth Advisors Northwest
Oregon
$331K – – –
GCP
541
Gill Capital Partners
Colorado
$328K -$52K -813 -13%
BMWS
542
Brady Martz Wealth Solutions
North Dakota
$326K +$12.7K +198 +4%
CCM
543
Coldstream Capital Management
Washington
$320K – – –
SWP
544
Sagespring Wealth Partners
Tennessee
$320K -$11.5K -180 -3%
VFP
545
Verus Financial Partners
Virginia
$314K +$256 +4 +0.1%
VWA
546
Valued Wealth Advisors
Utah
$314K -$443K -6,930 -57%
CWAG
547
Compton Wealth Advisory Group
Virginia
$312K – – –
GCA
548
Gradient Capital Advisors
California
$312K -$5.69K -89 -2%
BC
549
Burney Company
Virginia
$309K – – –
NAM
550
NTV Asset Management
West Virginia
$309K – – –
20 21
22
23 24

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.