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DFUS

Dimensional US Equity ETF

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: 115117 (+2)

1.23% more ownership

Funds ownership: 77.29%78.52% (+1.2%)

1% more funds holding

Funds holding: 696703 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$39.6M +$162K +2,532 +0.4%
EMC
52
Everest Management Corp
California
$38.6M -$500K -7,819 -1%
AIS
53
American Investment Services
Massachusetts
$38.4M -$363K -5,676 -0.9%
ADL
54
Asset Dedication LLC
California
$38M -$1.23M -19,199 -3%
MAM
55
McLean Asset Management
Virginia
$36.2M -$774K -12,113 -2%
HSG
56
Helen Stephens Group
Texas
$36.1M +$4.21M +65,857 +12%
VWM
57
Vermillion Wealth Management
Minnesota
$35.5M +$1.61M +25,239 +4%
Cerity Partners
58
Cerity Partners
New York
$34.4M -$300K -4,692 -0.8%
KCM
59
KM Capital Management
Texas
$34.3M -$2.78M -43,547 -7%
KAS
60
Kestra Advisory Services
Texas
$33.5M -$3.07M -48,112 -8%
EH
61
Equitable Holdings
New York
$31.8M +$376K +5,885 +1%
PHWM
62
Pine Harbor Wealth Management
Maryland
$31M +$1.18M +18,486 +4%
HighTower Advisors
63
HighTower Advisors
Illinois
$30.7M +$29.7K +465 +0.1%
HIG
64
Heritage Investment Group
Florida
$30.7M -$38.9K -608 -0.1%
WA
65
Wealthstream Advisors
New York
$30.4M -$5.34M -83,608 -14%
ATI
66
ARK & TLK Investments
Oklahoma
$29.5M -$279K -4,364 -0.9%
HWMG
67
Hurlow Wealth Management Group
Indiana
$28.8M -$192K -2,998 -0.6%
GCM
68
Graver Capital Management
Ohio
$28M +$1.14M +17,765 +4%
RS
69
Retirement Solution
Washington
$27.7M -$1.03M -16,163 -3%
DEM
70
Disciplined Equity Management
Florida
$27.6M -$753K -11,777 -3%
FIS
71
Fischer Investment Strategies
California
$27.5M +$12M +188,298 +71%
AAA
72
AG Asset Advisory
California
$27.1M +$310K +4,852 +1%
DFS
73
Dixon Fnancial Services
California
$26.9M -$560K -8,756 -2%
TAM
74
TCP Asset Management
Ohio
$26.5M +$434K +6,793 +2%
CWG
75
Crown Wealth Group
North Carolina
$26.3M -$3.91M -61,263 -12%

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.