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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
CPWM
126
Cypress Point Wealth Management
Texas
$10.2M +$3.25M +50,881 +43%
THL
127
Tillman Hartley LLC
Colorado
$10.1M -$762K -11,920 -7%
WCM
128
Wealthcare Capital Management
Virginia
$10.1M +$10.4M +163,107 +4,644%
KAS
129
KPP Advisory Services
Kentucky
$10M +$4.23M +66,224 +67%
HFS
130
Hughes Financial Services
Virginia
$9.95M -$22.9K -358 -0.2%
PA
131
PFG Advisors
Arizona
$9.87M +$632K +9,888 +6%
CFG
132
Cornerstone Financial Group
Nebraska
$9.71M +$209K +3,275 +2%
BWP
133
Bernardo Wealth Planning
Pennsylvania
$9.59M +$591K +9,254 +6%
RCAG
134
Rehmann Capital Advisory Group
Michigan
$9.58M +$286K +4,482 +3%
CPCP
135
Cedar Point Capital Partners
Iowa
$9.53M +$144K +2,253 +1%
EFP
136
Envision Financial Planning
Tennessee
$9.5M -$491K -7,680 -5%
PWS
137
Physician Wealth Solutions
Nevada
$9.4M
IAG
138
Investment Advisory Group
Massachusetts
$9.15M +$1.13M +17,618 +13%
Stifel Financial
139
Stifel Financial
Missouri
$9.12M +$1.06M +16,593 +12%
PCA
140
Prosperity Capital Advisors
Ohio
$9.08M -$538K -8,422 -5%
RLWM
141
RF&L Wealth Management
Massachusetts
$8.81M -$47K -735 -0.5%
CWP
142
Concord Wealth Partners
Virginia
$8.61M -$997K -15,602 -10%
MSFS
143
Main Street Financial Solutions
Pennsylvania
$8.58M +$243K +3,796 +3%
FEG
144
Fund Evaluation Group
Ohio
$8.3M +$56.7K +888 +0.7%
SFS
145
Sowell Financial Services
Arkansas
$8.3M +$66.1K +1,035 +0.8%
CWMA
146
Capstone Wealth Management (Alabama)
Alabama
$8.2M +$325K +5,084 +4%
SA
147
Seneschal Advisors
Washington
$7.78M -$59.4K -929 -0.7%
HWM
148
HB Wealth Management
Georgia
$7.77M +$5.62K +88 +0.1%
QCM
149
Quantinno Capital Management
New York
$7.73M +$630K +9,853 +8%
BI
150
Binnacle Investments
Iowa
$7.62M +$8.05M +125,963 New

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.