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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
MML Investors Services
76
MML Investors Services
Massachusetts
$29.4M +$1.75M +28,265 +7%
JTWM
77
Jackson Thornton Wealth Management
Alabama
$29.1M +$398K +6,433 +2%
SHFA
78
SC&H Financial Advisors
Maryland
$27.6M +$1.56M +25,249 +7%
PWP
79
Parkwoods Wealth Partners
New York
$26.3M +$165K +2,663 +0.7%
PFG
80
Premier Financial Group
California
$26.2M +$23.3M +376,483 New
TFO
81
Timonier Family Office
North Carolina
$26.1M +$173K +2,792 +0.7%
Morgan Stanley
82
Morgan Stanley
New York
$24.6M +$1.18M +19,071 +5%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$23.9M -$1.9M -30,641 -8%
BPA
84
Beacon Pointe Advisors
California
$23.7M +$280K +4,524 +1%
CPA
85
Cardiff Park Advisors
California
$23.3M -$952K -15,368 -4%
SWA
86
Sterling Wealth Advisors
Florida
$21.1M -$1.72M -27,815 -8%
FFA
87
Farther Finance Advisors
California
$21M -$4.17M -67,323 -18%
AIC
88
Allodium Investment Consultants
Minnesota
$20.9M +$1.01M +16,373 +6%
SIS
89
Strategic Investment Solutions
Illinois
$20.8M -$4.07M -65,671 -17%
FIS
90
Fischer Investment Strategies
California
$20.6M -$9.13M -147,415 -32%
WIM
91
Warwick Investment Management
Texas
$19.8M +$16.4K +265 +0.1%
Osaic Holdings
92
Osaic Holdings
Arizona
$19.7M +$6.35M +102,607 +52%
CWM
93
CarsonAllaria Wealth Management
Illinois
$19.3M +$1.36M +21,894 +8%
KAM
94
KEB Asset Management
Illinois
$19.2M +$852K +13,752 +5%
SFS
95
Security Financial Services
Indiana
$19M +$18.5K +299 +0.1%
SXL
96
Summit X LLC
Missouri
$18.9M +$233K +3,759 +1%
RWM
97
Ruedi Wealth Management
Illinois
$18.8M -$535K -8,641 -3%
MWM
98
Meritas Wealth Management
California
$18.6M +$478K +7,714 +3%
MWM
99
McMill Wealth Management
Nebraska
$18.3M +$441K +7,116 +3%
PFA
100
Pillar Financial Advisors
Kentucky
$17.6M +$113K +1,827 +0.7%

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.