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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
SWM
601
Seed Wealth Management
Illinois
$251K – – –
CC
602
Capstone Capital
Nevada
$250K – – –
AWE
603
Avidian Wealth Enterprises
Texas
$249K +$64 +1 +0%
AL
604
Aspiriant LLC
California
$247K – – –
CA
605
CGN Advisors
Kansas
$246K +$260K +4,064 New
CNBOF
606
City National Bank of Florida
Florida
$245K – – –
AAS
607
Ameritas Advisory Services
Nebraska
$245K -$128 -2 -0.1%
CIBC Private Wealth Group
608
CIBC Private Wealth Group
Georgia
$243K -$48.3K -756 -14%
EFG
609
Elios Financial Group
Ohio
$242K – – –
BWG
610
Beta Wealth Group
California
$241K -$72.5K -1,134 -22%
M
611
MATAURO
New York
$234K +$20K +313 +9%
EWP
612
Elevation Wealth Partners
California
$234K +$511 +8 +0.2%
AMG
613
Advisors Management Group
Wisconsin
$232K – – –
SCM
614
SCS Capital Management
Massachusetts
$232K +$245K +3,834 New
HH
615
HWG Holdings
Texas
$231K – – –
BTI
616
Blue Trust Inc
Georgia
$231K +$48.5K +759 +25%
AO
617
Advisor OS
Illinois
$229K +$575 +9 +0.2%
MA
618
MJP Associates
Connecticut
$229K +$575 +9 +0.2%
RF
619
Robinswood Financial
Washington
$228K – – –
PWM
620
Proathlete Wealth Management
Florida
$227K +$511 +8 +0.2%
RCM
621
RB Capital Management
Nevada
$225K – – –
BF
622
Brooklyn FI
New York
$222K – – –
CS
623
Capital Square
Tennessee
$220K – – –
CIA
624
Concurrent Investment Advisors
Florida
$220K +$232K +3,635 New
FCG
625
Financial Connections Group
California
$219K +$52.1K +815 +29%
23 24
25
26 27

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.