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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
SIM
626
Stratos Investment Management
Ohio
$216K – – –
BWM
627
BlackDiamond Wealth Management
New York
$215K -$10.4K -163 -4%
AI
628
Accredited Investors
Minnesota
$213K – – –
PMIM
629
Prudent Man Investment Management
Colorado
$213K – – –
FMWA
630
Forvis Mazars Wealth Advisors
Missouri
$212K – – –
MSWM
631
McGlone Suttner Wealth Management
Wisconsin
$212K – – –
RFC
632
Regions Financial Corp
Alabama
$211K – – –
C1AG
633
Client 1st Advisory Group
Florida
$210K -$222K -3,475 -50%
Fisher Asset Management
634
Fisher Asset Management
Washington
$210K -$573K -8,969 -72%
SVCP
635
Silicon Valley Capital Partners
California
$204K +$447 +7 +0.2%
RP
636
Rowlandmiller & Partners
Georgia
$204K – – –
AFA
637
American Financial Advisors
Georgia
$202K +$64 +1 +0%
MFS
638
Mattson Financial Services
Michigan
$190K +$201K +3,141 New
AWM
639
Avondale Wealth Management
Texas
$184K +$194K +3,035 New
Qube Research & Technologies (QRT)
640
Qube Research & Technologies (QRT)
United Kingdom
$183K +$89.8K +1,406 +87%
AC
641
AlphaCore Capital
California
$178K +$188K +2,943 New
WSFS
642
Wilmington Savings Fund Society
Delaware
$178K -$95.9K -1,500 -34%
CSB
643
City State Bank
Iowa
$174K – – –
AIM
644
Acropolis Investment Management
Missouri
$148K – – –
PP
645
PrairieView Partners
Minnesota
$137K – – –
CSC
646
Caldwell Sutter Capital
California
$137K – – –
FCT
647
First Community Trust
Iowa
$133K – – –
FFA
648
Frazier Financial Advisors
Ohio
$131K – – –
IWP
649
IAG Wealth Partners
Wisconsin
$118K -$17.3K -270 -12%
MWA
650
Medallion Wealth Advisors
Connecticut
$117K -$14.8K -231 -11%
24 25
26
27 28

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.