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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
MML Investors Services
76
MML Investors Services
Massachusetts
$24.9M -$28.6K -448 -0.1%
JTWM
77
Jackson Thornton Wealth Management
Alabama
$24.2M +$16.2K +253 +0.1%
PWP
78
Parkwoods Wealth Partners
New York
$23.5M +$646K +10,115 +3%
SHFA
79
SC&H Financial Advisors
Maryland
$23.4M +$1.41M +22,036 +6%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$23.4M -$65.5M -1,024,379 -73%
TFO
81
Timonier Family Office
North Carolina
$23.3M +$1.8M +28,163 +8%
FFA
82
Farther Finance Advisors
California
$23.1M +$9.87M +154,508 +68%
SIS
83
Strategic Investment Solutions
Illinois
$22.7M +$4.01M +62,767 +20%
CPA
84
Cardiff Park Advisors
California
$21.9M -$819K -12,810 -3%
BPA
85
Beacon Pointe Advisors
California
$21.2M +$1.91M +29,880 +9%
Morgan Stanley
86
Morgan Stanley
New York
$21M +$462K +7,234 +2%
SWA
87
Sterling Wealth Advisors
Florida
$20.5M +$2.1M +32,804 +11%
FIM
88
Freedom Investment Management
Connecticut
$18.1M -$372K -5,818 -2%
AIC
89
Allodium Investment Consultants
Minnesota
$17.9M +$2.95M +46,232 +19%
WIM
90
Warwick Investment Management
Texas
$17.9M +$18.3K +287 +0.1%
RWM
91
Ruedi Wealth Management
Illinois
$17.5M +$182K +2,846 +1%
PAG
92
Private Advisor Group
New Jersey
$17.4M -$337K -5,276 -2%
SFS
93
Security Financial Services
Indiana
$17.2M -$537K -8,400 -3%
AP
94
Adero Partners
California
$17M
SXL
95
Summit X LLC
Missouri
$16.9M +$629K +9,848 +4%
KAM
96
KEB Asset Management
Illinois
$16.5M -$534K -8,355 -3%
MWM
97
Meritas Wealth Management
California
$16.3M +$1.08M +16,887 +7%
CWM
98
CarsonAllaria Wealth Management
Illinois
$16.1M +$78.3K +1,225 +0.5%
MWM
99
McMill Wealth Management
Nebraska
$16.1M +$4.58M +71,724 +37%
PFA
100
Pillar Financial Advisors
Kentucky
$15.7M +$857K +13,411 +5%

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.