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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
WTA
551
Washington Trust Advisors
Massachusetts
$308K – – –
TNA
552
True North Advisors
Texas
$307K – – –
CT
553
Caldwell Trust
Florida
$307K – – –
BB
554
Busey Bank
Illinois
$303K – – –
FNT
555
First National Trust
Pennsylvania
$302K – – –
SPWG
556
Sage Private Wealth Group
Illinois
$302K +$319K +4,997 New
FWM
557
Focused Wealth Management
New York
$302K +$703 +11 +0.2%
FFWA
558
FRG Family Wealth Advisors
Washington
$302K – – –
IIA
559
Integrity Investment Advisors
Colorado
$302K +$319K +4,989 New
AG
560
Ascent Group
Virginia
$300K -$16K -251 -5%
UB
561
UMB Bank
Missouri
$299K – – –
FIA
562
Foundations Investment Advisors
Arizona
$298K -$54.1K -847 -15%
PWIA
563
Porter White Investment Advisors
Alabama
$294K – – –
WIA
564
World Investment Advisors
California
$294K +$639 +10 +0.2%
TWM
565
Tanager Wealth Management
United Kingdom
$293K +$639 +10 +0.2%
OCM
566
One Capital Management
California
$292K – – –
AWMNY
567
Arcadia Wealth Management (New York)
New York
$292K – – –
SN
568
Sittner & Nelson
Oregon
$291K +$260K +4,074 +558%
WWM
569
Whalen Wealth Management
Nevada
$289K +$703 +11 +0.2%
MWM
570
MBE Wealth Management
Wisconsin
$289K +$305K +4,771 New
NCM
571
Noesis Capital Mangement
Florida
$288K – – –
GWS
572
Glassman Wealth Services
Virginia
$287K +$7.41K +116 +3%
DCA
573
DSG Capital Advisors
Minnesota
$286K – – –
VPIM
574
Vanguard Personalized Indexing Management
California
$285K – – –
CTWM
575
Cherry Tree Wealth Management
Minnesota
$284K – – –
21 22
23
24 25

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.