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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
CA
201
Clearstead Advisors
Ohio
$5.53M -$280K -4,524 -5%
OWA
202
Oak Wealth Advisors
Illinois
$5.5M +$4.89K +79 +0.1%
CMP
203
Coston McIsaac & Partners
Maine
$5.48M +$574K +9,273 +13%
GFA
204
Grunden Financial Advisory
Texas
$5.42M +$157K +2,533 +3%
WCM
205
Warburton Capital Management
Oklahoma
$5.39M +$3.61M +58,377 +294%
IA
206
IFG Advisory
Georgia
$5.37M +$150K +2,423 +3%
RW
207
Ridgeline Wealth
Arizona
$5.36M -$982K -15,851 -17%
MWM
208
Mission Wealth Management
California
$5.34M -$46.8K -756 -0.9%
AQR Capital Management
209
AQR Capital Management
Connecticut
$5.34M +$852K +13,757 +21%
DWM
210
Dopkins Wealth Management
New York
$5.31M +$38.4K +620 +0.8%
SFG
211
SNS Financial Group
Minnesota
$5.28M -$69.7K -1,125 -1%
LI
212
LVZ Inc
Michigan
$5.12M +$178K +2,880 +4%
SAI
213
Savvy Advisors Inc
New York
$5.12M +$1.73M +27,884 +57%
CB
214
Centennial Bank
Arkansas
$5.11M +$1.34M +21,702 +40%
AAS
215
Avantax Advisory Services
Texas
$5.03M -$108K -1,739 -2%
Jones Financial Companies
216
Jones Financial Companies
Missouri
$4.97M +$3.01M +48,608 +188%
EWA
217
Exencial Wealth Advisors
Oklahoma
$4.87M -$570K -9,206 -11%
AWM
218
Ariadne Wealth Management
California
$4.8M -$1.38M -22,341 -25%
AFA
219
Avant Financial Advisors
Texas
$4.75M +$142K +2,288 +3%
ASN
220
Advisory Services Network
Georgia
$4.71M -$4.33K -70 -0.1%
IWN
221
Independent Wealth Network
Iowa
$4.65M +$256K +4,129 +6%
CFO
222
CVA Family Office
Colorado
$4.63M -$1.51M -24,436 -26%
XPN
223
XY Planning Network
Montana
$4.5M +$2.11M +34,137 +104%
VPWA
224
Vestia Personal Wealth Advisors
Indiana
$4.44M +$3.34K +54 +0.1%
CPC
225
Consolidated Planning Corp
Georgia
$4.4M -$278K -4,486 -6%

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.