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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
Prudential Financial
1
Prudential Financial
New Jersey
$2.88B +$158M +2,543,644 +6%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$542M -$18.4M -297,051 -4%
MPW
3
MASECO Private Wealth
$529M +$489M +7,896,996 New
IFA
4
Index Fund Advisors
California
$339M -$6.71M -108,372 -2%
PL
5
Plancorp LLC
Missouri
$308M -$7.28M -117,591 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$266M +$8.51M +137,471 +4%
LPL Financial
7
LPL Financial
California
$243M +$1.03M +16,592 +0.5%
Creative Planning
8
Creative Planning
Kansas
$237M -$1.81M -29,174 -0.8%
SWA
9
Sax Wealth Advisors
New Jersey
$230M +$1.61M +26,044 +0.8%
RFP
10
Root Financial Partners
California
$207M +$12.5M +201,590 +7%
TWA
11
TCI Wealth Advisors
Arizona
$183M +$15.3M +247,713 +10%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$169M +$1.94M +31,273 +1%
ZF
13
Zhang Financial
Michigan
$161M -$6.81M -110,040 -4%
GWWM
14
Great Waters Wealth Management
Minnesota
$160M +$1.49M +24,112 +1%
GCM
15
G2 Capital Management
Ohio
$146M +$23.8M +383,722 +21%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$136M +$3.87M +62,562 +3%
Mariner
17
Mariner
Kansas
$133M +$24.9M +401,655 +25%
Corient Private Wealth
18
Corient Private Wealth
Florida
$116M -$12.6M -202,999 -11%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$111M +$1.71M +27,605 +2%
IDA
20
Intelligence Driven Advisers
California
$103M +$12.2M +196,806 +15%
FFM
21
Flagstone Financial Management
Nebraska
$98.3M +$4.96M +80,069 +6%
SFA
22
Sequoia Financial Advisors
Ohio
$96.3M -$1.19M -19,197 -1%
Raymond James Financial
23
Raymond James Financial
Florida
$95.9M -$8.46M -136,619 -9%
JWA
24
JFS Wealth Advisors
Pennsylvania
$94.6M +$1.48M +23,881 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$87.1M +$4.78M +77,113 +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.