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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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$11.7M -$112K -1,812 -1%
PA
127
PFG Advisors
Arizona
$11.7M +$729K +11,772 +7%
AC
128
AWM Capital
Arizona
$11.7M -$585K -9,449 -5%
Stifel Financial
129
Stifel Financial
Missouri
$11.6M +$1.41M +22,822 +15%
AF
130
Allworth Financial
California
$11.5M -$214K -3,453 -2%
SPI
131
Sutton Place Investors
New York
$11.4M +$5.08K +82 +0%
CWMA
132
Capstone Wealth Management (Alabama)
Alabama
$11.4M +$2.14M +34,498 +25%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$11.1M +$7.79M +125,735 +318%
CPWM
134
Cypress Point Wealth Management
Texas
$11M -$248K -4,011 -2%
IAG
135
Investment Advisory Group
Massachusetts
$10.8M +$583K +9,410 +6%
PWS
136
Physician Wealth Solutions
Nevada
$10.7M +$256K +4,132 +3%
Betterment LLC
137
Betterment LLC
New York
$10.7M +$3.79M +61,144 +62%
HFS
138
Hughes Financial Services
Virginia
$10.6M -$607K -9,804 -6%
RCAG
139
Rehmann Capital Advisory Group
Michigan
$10.6M -$51.6K -834 -0.5%
AIS
140
American Investment Services
Massachusetts
$10.4M -$29.7M -478,890 -75%
EFP
141
Envision Financial Planning
Tennessee
$10.4M -$92.5K -1,494 -1%
CFG
142
Cornerstone Financial Group
Nebraska
$10.2M -$59.4K -959 -0.6%
WAT
143
Wealth Advisory Team
Kentucky
$10.1M +$9.35M +150,970 New
THL
144
Tillman Hartley LLC
Colorado
$10.1M -$1.07M -17,240 -10%
PAG
145
Private Advisor Group
New Jersey
$10.1M -$8.49M -137,147 -48%
CPCP
146
Cedar Point Capital Partners
Iowa
$10M -$478K -7,726 -5%
CWP
147
Concord Wealth Partners
Virginia
$9.98M +$409K +6,606 +5%
CAMV
148
Concord Asset Management (Virginia)
Virginia
$9.98M +$9.22M +148,913 New
RLWM
149
RF&L Wealth Management
Massachusetts
$9.84M +$65.1K +1,052 +0.7%
Financial Engines Advisors
150
Financial Engines Advisors
California
$9.82M +$2.34M +37,818 +35%

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.