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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
RSWM
151
Robertson Stephens Wealth Management
California
$7.53M +$115K +1,797 +1%
ACA
152
Aptus Capital Advisors
Alabama
$7.36M +$1.29M +20,264 +20%
YWM
153
Yardley Wealth Management
Pennsylvania
$7.12M -$1.15M -18,038 -13%
SIA
154
SeaBridge Investment Advisors
New Jersey
$6.95M +$28.7K +449 +0.4%
KWA
155
Kondo Wealth Advisors
California
$6.81M -$128K -2,001 -2%
JWM
156
JDH Wealth Management
California
$6.75M -$1.53K -24 -0%
AFG
157
Altiora Financial Group
Ohio
$6.75M
CAM
158
CPA Asset Management
Florida
$6.67M -$62.1K -972 -0.9%
BW
159
BostonPremier Wealth
Massachusetts
$6.66M -$212K -3,324 -3%
IWB
160
Innovative Wealth Building
Maryland
$6.64M -$197K -3,082 -3%
VWA
161
VSM Wealth Advisory
Maryland
$6.63M +$334K +5,233 +5%
Financial Engines Advisors
162
Financial Engines Advisors
California
$6.58M +$145K +2,276 +2%
BAM
163
Bayshore Asset Management
Florida
$6.57M -$183K -2,857 -3%
FWM
164
FMB Wealth Management
California
$6.55M -$888K -13,896 -11%
BH
165
Burk Holdings
Oklahoma
$6.4M +$679K +10,619 +11%
QFA
166
Quantum Financial Advisors
California
$6.35M
SSB
167
Sandy Spring Bank
Maryland
$6.34M +$47K +736 +0.7%
CIAS
168
CFS Investment Advisory Services
New Jersey
$6.15M +$9.65K +151 +0.1%
CAC
169
Certified Advisory Corp
Florida
$6.09M +$57.4K +899 +0.9%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$6.01M -$49.5K -774 -0.8%
NA
171
NewEdge Advisors
Louisiana
$5.94M -$3.63M -56,772 -37%
Betterment LLC
172
Betterment LLC
New York
$5.93M -$180K -2,821 -3%
SP
173
Symmetry Partners
Connecticut
$5.89M -$594K -9,290 -9%
KAM
174
Kraft Asset Management
Tennessee
$5.87M -$699K -10,937 -10%
RW
175
Ridgeline Wealth
Arizona
$5.8M -$269K -4,208 -4%

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.