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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
AFO
176
Aurelius Family Office
New Hampshire
$5.77M -$78.5K -1,229 -1%
CFO
177
CVA Family Office
Colorado
$5.66M +$907K +14,189 +18%
EWA
178
EverSource Wealth Advisors
Alabama
$5.63M -$67K -1,049 -1%
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$5.59M -$72.3K -1,132 -1%
AWM
180
Ariadne Wealth Management
California
$5.55M -$186K -2,911 -3%
EFP
181
EnRich Financial Partners
Wisconsin
$5.45M -$117K -1,836 -2%
HA
182
Herold Advisors
New York
$5.44M +$953K +14,910 +20%
OIA
183
OneDigital Investment Advisors
Kansas
$5.43M +$416K +6,510 +8%
GAM
184
Gemmer Asset Management
California
$5.41M +$3.07K +48 +0.1%
UCFA
185
United Capital Financial Advisors
Texas
$5.3M +$98.2K +1,536 +2%
VPF
186
Vantage Point Financial
Illinois
$5.26M +$159K +2,491 +3%
CA
187
Clearstead Advisors
Ohio
$5.26M -$256K -4,004 -4%
FNBTCON
188
First National Bank & Trust Co of Newtown
Pennsylvania
$5.03M +$799K +12,505 +18%
MWA
189
Monograph Wealth Advisors
California
$4.99M +$5.27M +82,523 New
OWA
190
Oak Wealth Advisors
Illinois
$4.96M -$33.9K -530 -0.6%
EWA
191
Exencial Wealth Advisors
Oklahoma
$4.95M +$383K +5,993 +8%
TWM
192
Topsail Wealth Management
North Carolina
$4.93M -$1.35M -21,189 -21%
BA
193
Bridgewater Advisors
New York
$4.91M +$1.05M +16,445 +25%
HWM
194
Hemington Wealth Management
Virginia
$4.88M -$738K -11,547 -13%
MWM
195
Mission Wealth Management
California
$4.87M -$18.6K -291 -0.4%
SFG
196
SNS Financial Group
Minnesota
$4.83M -$67.1K -1,050 -1%
DWM
197
Dopkins Wealth Management
New York
$4.75M -$294K -4,597 -6%
GFA
198
Grunden Financial Advisory
Texas
$4.74M +$3.23M +50,474 +181%
IA
199
IFG Advisory
Georgia
$4.7M -$59.7K -934 -1%
AAS
200
Avantax Advisory Services
Texas
$4.64M +$446K +6,972 +10%

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.