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DFUS

Dimensional US Equity ETF

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: 117126 (+9)

5% more funds holding

Funds holding: 703740 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$46.7M -$33.5M -540,898 -44%
HSG
52
Helen Stephens Group
Texas
$46.6M +$6.06M +97,886 +16%
MAM
53
McLean Asset Management
Virginia
$45.5M +$59.8K +965 +0.1%
ADL
54
Asset Dedication LLC
California
$44.9M +$2.57M +41,469 +7%
FIM
55
Freedom Investment Management
Connecticut
$44.6M +$22.7M +366,852 +123%
VWM
56
Vermillion Wealth Management
Minnesota
$43.2M +$3.55M +57,278 +10%
DAS
57
Dynamic Advisor Solutions
Arizona
$42.7M -$1.12M -18,090 -3%
KAS
58
Kestra Advisory Services
Texas
$40.3M +$2.97M +47,970 +9%
CWG
59
Crown Wealth Group
North Carolina
$39M +$9.07M +146,423 +34%
Cerity Partners
60
Cerity Partners
New York
$38.5M +$343K +5,535 +1%
KCM
61
KM Capital Management
Texas
$38M -$15K -242 -0%
EH
62
Equitable Holdings
New York
$36.7M +$1.3M +20,932 +4%
PHWM
63
Pine Harbor Wealth Management
Maryland
$34.8M +$446K +7,202 +1%
MAC
64
Mason & Associates (California)
California
$34.3M -$34.5M -557,594 -52%
HWMG
65
Hurlow Wealth Management Group
Indiana
$34.1M +$1.97M +31,876 +7%
HIG
66
Heritage Investment Group
Florida
$33.8M -$155K -2,508 -0.5%
DEM
67
Disciplined Equity Management
Florida
$33.5M +$2.68M +43,305 +9%
HighTower Advisors
68
HighTower Advisors
Illinois
$33.4M -$568K -9,167 -2%
GCM
69
Graver Capital Management
Ohio
$33.4M +$2.18M +35,143 +8%
WA
70
Wealthstream Advisors
New York
$33.4M -$309K -4,997 -1%
ATI
71
ARK & TLK Investments
Oklahoma
$32.3M -$297K -4,796 -1%
AAA
72
AG Asset Advisory
California
$30.2M +$124K +2,005 +0.4%
RS
73
Retirement Solution
Washington
$30.1M -$533K -8,612 -2%
TAM
74
TCP Asset Management
Ohio
$30M +$595K +9,604 +2%
DFS
75
Dixon Fnancial Services
California
$29.6M -$147K -2,378 -0.5%

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.