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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
WAM
576
Weatherly Asset Management
California
$281K – – –
WP
577
Westmount Partners
California
$276K – – –
CCMG
578
Clark Capital Management Group
Pennsylvania
$275K -$91.1K -1,426 -24%
TWP
579
Tyche Wealth Partners
Texas
$274K – – –
FI
580
Financial Insights
Washington
$274K – – –
WWA
581
Wingate Wealth Advisors
Massachusetts
$273K -$204K -3,194 -41%
DWA
582
Delap Wealth Advisory
Oregon
$273K – – –
MWP
583
Meridian Wealth Partners
Pennsylvania
$272K – – –
IF
584
Integrity Financial
Wyoming
$271K +$287K +4,485 New
MWG
585
Martin Worley Group
Utah
$270K – – –
PAS
586
Park Avenue Securities
New York
$269K -$6.2K -97 -2%
SF
587
SageOak Financial
Oklahoma
$268K +$49.9K +781 +21%
IWS
588
Integrity Wealth Solutions
Colorado
$263K +$278K +4,350 New
NFA
589
Northern Financial Advisors
Michigan
$263K +$192 +3 +0.1%
HCWM
590
Hidden Cove Wealth Management
Washington
$262K – – –
TCWM
591
Total Clarity Wealth Management
Illinois
$262K – – –
PP
592
PDS Planning
Ohio
$261K +$639 +10 +0.2%
EI
593
Ellevest Inc
New York
$260K +$639 +10 +0.2%
FWCM
594
Ferguson Wellman Capital Management
Oregon
$260K -$85.9K -1,345 -24%
AG
595
AlTi Global
New York
$260K – – –
VW
596
Vance Wealth
California
$260K -$1.79K -28 -0.6%
GD
597
Grandfield & Dodd
New York
$254K – – –
SAM
598
Synergy Asset Management
Washington
$254K -$80.3K -1,256 -23%
M
599
MOTCO
Texas
$253K – – –
RPA
600
Redwood Park Advisors
California
$253K -$123K -1,920 -32%
22 23
24
25 26

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.