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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
BWA
101
Babb Wealth Advisors
Arizona
$17.4M +$303K +4,897 +2%
SWM
102
Spire Wealth Management
Virginia
$16.7M +$30.2K +487 +0.2%
BWP
103
Bernardo Wealth Planning
Pennsylvania
$16.3M +$5.22M +84,350 +53%
UBS Group
104
UBS Group
Switzerland
$16M +$2.25M +36,336 +18%
TFA
105
Trinity Financial Advisors
Ohio
$15.8M -$1.1M -17,705 -7%
SWP
106
Stratos Wealth Partners
Ohio
$15.7M +$167K +2,692 +1%
LFG
107
Larson Financial Group
Missouri
$15.7M -$249K -4,029 -2%
RHP
108
Royal Harbor Partners
Texas
$15.4M +$14.2M +229,645 New
CA
109
Claris Advisors
Missouri
$15.4M -$1.28M -20,749 -8%
IAG
110
Investmark Advisory Group
Connecticut
$15.1M -$1.33M -21,546 -9%
LFGO
111
Legacy Financial Group (Oklahoma)
Oklahoma
$14.5M +$543K +8,764 +4%
ACA
112
American Capital Advisory
Idaho
$14.1M -$313K -5,052 -2%
MFG
113
Mendota Financial Group
Wisconsin
$14M +$525K +8,472 +4%
GAM
114
GEM Asset Management
Michigan
$13.9M +$242K +3,913 +2%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$13.7M +$834K +13,462 +7%
TCM
116
Tassel Capital Management
North Carolina
$13.5M +$504K +8,132 +4%
DWM
117
David Wealth Management
Virginia
$13.1M +$741K +11,960 +7%
HWM
118
HB Wealth Management
Georgia
$12.7M +$3.8M +61,337 +48%
NWM
119
Northwest Wealth Management
Iowa
$12.6M +$25.5K +412 +0.2%
PWMG
120
Private Wealth Management Group
New Jersey
$12.5M -$1.15M -18,530 -9%
CPA
121
Capital Performance Advisors
California
$12.2M +$786K +12,692 +8%
WANY
122
Wealthspire Advisors (New York)
New York
$12.2M +$90.2K +1,457 +0.8%
ACA
123
Aptus Capital Advisors
Alabama
$12.2M +$3.7M +59,718 +49%
AFA
124
Alpha Financial Advisors
North Carolina
$12M -$172K -2,773 -2%
KAS
125
KPP Advisory Services
Kentucky
$11.8M +$607K +9,798 +6%

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.