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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
Prudential Financial
1
Prudential Financial
New Jersey
$2.72B +$1.03B +16,185,605 +61%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$507M -$2.68M -41,997 -0.5%
IFA
3
Index Fund Advisors
California
$312M -$41.1M -642,577 -11%
PL
4
Plancorp LLC
Missouri
$285M -$5M -78,237 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$232M -$13M -202,882 -5%
LPL Financial
6
LPL Financial
California
$218M +$75.9M +1,188,511 +49%
Creative Planning
7
Creative Planning
Kansas
$215M -$2.84M -44,396 -1%
SWA
8
Sax Wealth Advisors
New Jersey
$206M +$8.26M +129,235 +4%
RFP
9
Root Financial Partners
California
$175M +$36.9M +577,114 +25%
ZF
10
Zhang Financial
Michigan
$152M +$8.78M +137,438 +6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$150M +$49.2M +770,398 +45%
TWA
12
TCI Wealth Advisors
Arizona
$150M +$8.92M +139,609 +6%
GWWM
13
Great Waters Wealth Management
Minnesota
$143M -$9.24M -144,638 -6%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$119M +$15.8M +246,668 +14%
Corient Private Wealth
15
Corient Private Wealth
Florida
$117M +$22M +343,927 +22%
GCM
16
G2 Capital Management
Ohio
$109M +$7.88M +123,304 +7%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$97.2M -$1.74M -27,289 -2%
Mariner
18
Mariner
Kansas
$95.9M +$26.6M +416,218 +36%
Raymond James Financial
19
Raymond James Financial
Florida
$94.8M +$15.3M +238,887 +18%
SFA
20
Sequoia Financial Advisors
Ohio
$88.1M -$1.11M -17,305 -1%
JWA
21
JFS Wealth Advisors
Pennsylvania
$83.9M -$852K -13,334 -1%
FFM
22
Flagstone Financial Management
Nebraska
$83.9M +$3.95M +61,847 +5%
IDA
23
Intelligence Driven Advisers
California
$80.8M +$891K +13,945 +1%
AssetMark Inc
24
AssetMark Inc
California
$74.8M +$1.01M +15,836 +1%
FFM
25
Forum Financial Management
Illinois
$74.5M -$1.86M -29,040 -2%

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.