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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
BWA
101
Babb Wealth Advisors
Arizona
$15.4M +$136K +2,131 +0.8%
CA
102
Claris Advisors
Missouri
$15.1M +$1.49M +23,314 +10%
SWM
103
Spire Wealth Management
Virginia
$15M +$435K +6,805 +3%
IAG
104
Investmark Advisory Group
Connecticut
$14.9M +$153K +2,390 +1%
TFA
105
Trinity Financial Advisors
Ohio
$14.7M +$2.31M +36,190 +17%
LFG
106
Larson Financial Group
Missouri
$14.4M -$388K -6,067 -2%
SWP
107
Stratos Wealth Partners
Ohio
$14M +$234K +3,657 +2%
ACA
108
American Capital Advisory
Idaho
$13.1M +$2.57M +40,277 +23%
LFGO
109
Legacy Financial Group (Oklahoma)
Oklahoma
$12.5M +$1.38M +21,580 +12%
PWMG
110
Private Wealth Management Group
New Jersey
$12.4M +$494K +7,735 +4%
GAM
111
GEM Asset Management
Michigan
$12.3M +$34.6K +541 +0.3%
UBS Group
112
UBS Group
Switzerland
$12.2M -$849K -13,290 -6%
MFG
113
Mendota Financial Group
Wisconsin
$12.1M -$1.39M -21,813 -10%
Osaic Holdings
114
Osaic Holdings
Arizona
$11.9M +$2.3M +35,986 +22%
TCM
115
Tassel Capital Management
North Carolina
$11.7M -$290K -4,532 -2%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$11.5M -$6.31M -98,681 -34%
NWM
117
Northwest Wealth Management
Iowa
$11.3M +$1.85M +28,921 +18%
AC
118
AWM Capital
Arizona
$11.1M -$385K -6,020 -3%
DWM
119
David Wealth Management
Virginia
$11.1M +$170K +2,667 +1%
AFA
120
Alpha Financial Advisors
North Carolina
$11M +$15.8K +247 +0.1%
WANY
121
Wealthspire Advisors (New York)
New York
$10.9M -$119K -1,866 -1%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$10.7M -$209K -3,278 -2%
AF
123
Allworth Financial
California
$10.3M +$3.69M +57,677 +49%
SPI
124
Sutton Place Investors
New York
$10.3M +$38.7K +606 +0.4%
CPA
125
Capital Performance Advisors
California
$10.2M +$267K +4,184 +3%

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.