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DFUS

Dimensional US Equity ETF

840 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 19

24% more capital invested

Capital invested by funds: $14B → $17.4B (+$3.38B)

20% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 239

17% more funds holding in top 10

Funds holding in top 10: 119139 (+20)

10% more funds holding

Funds holding: 761840 (+79)

2.18% more ownership

Funds ownership: 81.98%84.16% (+2.2%)

Holders
840
Holders Change
+79
Holders Change %
+10.38%
% of All Funds
10.22%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
112
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Oak Wealth Advisors
Illinois
$5.43M -$594K -8,083 -10%
LWM
227
LJI Wealth Management
Indiana
$5.41M +$4.03M +54,850 +303%
CWA
228
Canvas Wealth Advisors
Kansas
$5.4M +$2.37M +32,312 +80%
FIS
229
Fischer Investment Strategies
California
$5.36M -$1.16M -15,833 -18%
DFC
230
DBK Financial Counsel
Ohio
$5.3M +$837K +11,393 +19%
FCG
231
Financial Connections Group
California
$5.24M -$3.11M -42,370 -37%
EPM
232
Elm Partners Management
Pennsylvania
$5.24M
CB
233
Centennial Bank
Arkansas
$5.23M +$245K +3,341 +5%
WA
234
Waverly Advisors
Alabama
$5.17M +$572K +7,790 +13%
AFA
235
Avant Financial Advisors
Texas
$5.15M -$94K -1,279 -2%
IWN
236
Independent Wealth Network
Iowa
$5.08M +$59.6K +811 +1%
AWM
237
Ariadne Wealth Management
California
$5.08M
CL
238
CLG LLC
California
$5.05M +$386K +5,253 +8%
FF
239
Frankly Finances
Florida
$5M +$4.95M +67,435 New
BTWM
240
Baker Tilly Wealth Management
Wisconsin
$4.97M -$4.68M -63,720 -49%
VPWA
241
Vestia Personal Wealth Advisors
Indiana
$4.92M -$47.1K -641 -1%
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$4.89M -$943K -12,832 -16%
ASN
243
Advisory Services Network
Georgia
$4.77M -$141K -1,914 -3%
HR
244
Hardy Reed
Mississippi
$4.75M
CPC
245
Consolidated Planning Corp
Georgia
$4.73M -$158K -2,153 -3%
CA
246
Clune & Associates
Illinois
$4.69M +$1.02M +13,816 +28%
DAS
247
Diversify Advisory Services
Utah
$4.64M +$3.74M +50,925 +482%
CIM
248
Capital Investment Management
Missouri
$4.49M +$4.45M +60,568 New
EWM
249
Empirical Wealth Management
Washington
$4.47M
BDF
250
Black Diamond Financial
Maryland
$4.42M -$116K -1,582 -3%