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DFUS

Dimensional US Equity ETF
DFUS

740 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 304 increasing their positions, 196 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 20

55% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 196

17% more capital invested

Capital invested by funds: $10.6B → $12.4B (+$1.76B)

8% more funds holding in top 10

Funds holding in top 10: 117 → 126 (+9)

5% more funds holding

Funds holding: 703 → 740 (+37)

2.15% more ownership

Funds ownership: 78.52% → 80.67% (+2.1%)

Holders
740
Holders Change
+37
Holders Change %
+5.26%
% of All Funds
9.74%
Holding in Top 10
126
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.69%
% of All Funds
1.66%
New
64
Increased
304
Reduced
196
Closed
20
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$255K

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$158M
2
AC
Apella Capital
Connecticut
+$28.6M
3
Mariner
Mariner
Kansas
+$24.9M
4
GCM
G2 Capital Management
Ohio
+$23.8M
5
FIM
Freedom Investment Management
Connecticut
+$22.7M

Top Sellers

Rank Fund Capital Flow
1
MAC
Mason & Associates (California)
California
-$34.5M
2
AssetMark Inc
AssetMark Inc
California
-$33.5M
3
AIS
American Investment Services
Massachusetts
-$29.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$18.4M
5
SC
SouthState Corp
Florida
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
601
Cherry Tree Wealth Management
Minnesota
$314K – – –
TNA
602
True North Advisors
Texas
$313K -$25.3K -408 -8%
DWA
603
Delap Wealth Advisory
Oregon
$312K +$9.29K +150 +3%
WAM
604
Weatherly Asset Management
California
$311K – – –
VCM
605
Versant Capital Management
Arizona
$309K -$62.6K -1,011 -18%
SF
606
SageOak Financial
Oklahoma
$309K +$10.4K +168 +4%
WP
607
Westmount Partners
California
$306K – – –
TWP
608
Tyche Wealth Partners
Texas
$304K – – –
FI
609
Financial Insights
Washington
$304K – – –
WWA
610
Wingate Wealth Advisors
Massachusetts
$303K +$743 +12 +0.3%
MWP
611
Meridian Wealth Partners
Pennsylvania
$301K – – –
NFA
612
Northern Financial Advisors
Michigan
$291K +$248 +4 +0.1%
PP
613
PDS Planning
Ohio
$291K +$743 +12 +0.3%
EI
614
Ellevest Inc
New York
$289K +$743 +12 +0.3%
FWCM
615
Ferguson Wellman Capital Management
Oregon
$288K – – –
AG
616
AlTi Global
New York
$288K – – –
M
617
MOTCO
Texas
$287K – – –
BW
618
BIP Wealth
Georgia
$285K -$132K -2,133 -33%
BlackRock
619
BlackRock
New York
$283K +$190K +3,068 +267%
RPA
620
Redwood Park Advisors
California
$281K +$681 +11 +0.3%
Fisher Asset Management
621
Fisher Asset Management
Washington
$280K +$43.9K +709 +20%
CC
622
Capstone Capital
Nevada
$277K – – –
AWE
623
Avidian Wealth Enterprises
Texas
$276K – – –
YWM
624
Yukon Wealth Management
Kansas
$276K +$255K +4,122 New
AL
625
Aspiriant LLC
California
$273K – – –
23 24
25
26 27

DFUS Hedge Fund Activity: Q2 2025 in Review

740 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2025, worth a combined $12.4B — up 17% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFUS positions and 20 closed out — a net gain of 44 holders — while 304 added to existing stakes and 196 trimmed.

The largest buyer was Prudential Financial, adding an estimated $158M. The largest seller was Mason & Associates (California), cutting an estimated $34.5M.

  • 740 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2025, up from 703 in Q1 2025.
  • Funds reported $12.4B of Dimensional US Equity ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 64 funds opened new Dimensional US Equity ETF positions in Q2 2025 and 20 closed out, a net change of +44 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2025 was Prudential Financial, an estimated $158M added.
  • The largest Dimensional US Equity ETF seller in Q2 2025 was Mason & Associates (California), an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2025.