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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
TIM
201
Tortoise Investment Management
New York
$4.64M +$355K +5,555 +8%
GAM
202
Gotham Asset Management
New York
$4.45M +$4.71M +73,635 New
LI
203
LVZ Inc
Michigan
$4.45M -$631K -9,871 -12%
CMP
204
Coston McIsaac & Partners
Maine
$4.39M +$1.5M +23,482 +48%
GCA
205
Greenwood Capital Associates
South Carolina
$4.28M +$2.85M +44,586 +171%
CPC
206
Consolidated Planning Corp
Georgia
$4.24M -$1.69M -26,396 -27%
ASN
207
Advisory Services Network
Georgia
$4.16M -$88.5K -1,385 -2%
AFA
208
Avant Financial Advisors
Texas
$4.15M +$45.3K +709 +1%
VPWA
209
Vestia Personal Wealth Advisors
Indiana
$4M -$703 -11 -0%
AQR Capital Management
210
AQR Capital Management
Connecticut
$3.99M +$1.96M +30,674 +87%
IWN
211
Independent Wealth Network
Iowa
$3.95M +$247K +3,863 +6%
HR
212
Hardy Reed
Mississippi
$3.87M
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$3.82M -$56K -877 -1%
WA
214
Waverly Advisors
Alabama
$3.76M +$260K +4,075 +7%
EWM
215
Empirical Wealth Management
Washington
$3.69M -$151K -2,367 -4%
SHGA
216
Sand Hill Global Advisors
California
$3.62M
CAMG
217
CWA Asset Management Group
Florida
$3.58M +$3.45K +54 +0.1%
Brown Advisory
218
Brown Advisory
Maryland
$3.58M -$33.8K -529 -0.9%
LFA
219
Lauterbach Financial Advisors
Texas
$3.54M -$351K -5,491 -9%
HIA
220
HTG Investment Advisors
Connecticut
$3.54M -$49.1K -769 -1%
EWA
221
EP Wealth Advisors
California
$3.53M -$442K -6,910 -11%
CL
222
CLG LLC
California
$3.46M +$96.7K +1,514 +3%
IWC
223
Integrated Wealth Concepts
Massachusetts
$3.42M +$78K +1,220 +2%
WFA
224
Websterrogers Financial Advisors
South Carolina
$3.41M -$86.3K -1,351 -2%
MAS
225
MPWM Advisory Solutions
Georgia
$3.39M -$5.05K -79 -0.1%

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.