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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
CAMG
251
CWA Asset Management Group
Florida
$4.41M +$3.89K +53 +0.1%
Brown Advisory
252
Brown Advisory
Maryland
$4.33M +$19.9K +271 +0.5%
WRPWM
253
Werba Rubin Papier Wealth Management
California
$4.33M +$4.55K +62 +0.1%
HIA
254
HTG Investment Advisors
Connecticut
$4.29M -$25.1K -342 -0.6%
SHGA
255
Sand Hill Global Advisors
California
$4.26M -$58.3K -793 -1%
PWM
256
Platform Wealth Management
Utah
$4.23M +$4.19M +57,088 New
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$4.23M
MAS
258
MPWM Advisory Solutions
Georgia
$4.2M -$39.7K -540 -0.9%
CCA
259
Clarity Capital Advisors
Florida
$4.12M +$5.22K +71 +0.1%
BP
260
Ballentine Partners
Massachusetts
$4.05M
LKBC
261
L.K. Benson & Company
Maryland
$4.05M +$5.51K +75 +0.1%
SIMC
262
Squire Investment Management Company
Utah
$4.03M +$183K +2,494 +5%
BHWM
263
Beaird Harris Wealth Management
Texas
$4M +$10.9K +149 +0.3%
WFA
264
Websterrogers Financial Advisors
South Carolina
$3.99M -$110K -1,496 -3%
CAM
265
Clark Asset Management
New Hampshire
$3.98M +$220 +3 +0%
IWC
266
Integrated Wealth Concepts
Massachusetts
$3.92M -$499K -6,789 -11%
AWM
267
Apollon Wealth Management
South Carolina
$3.9M -$48.1K -655 -1%
EF
268
Empowered Funds
Pennsylvania
$3.84M +$3.81M +51,808 New
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$3.77M -$1.91K -26 -0.1%
FWM
270
Forteris Wealth Management
New York
$3.71M +$3.67M +49,984 New
CAM
271
Cresset Asset Management
Illinois
$3.71M -$9.85K -134 -0.3%
OAG
272
Oakmont Advisory Group
New Mexico
$3.64M +$3.61M +49,130 New
SWM
273
Sterling Wealth Management
Illinois
$3.63M +$1.1K +15 +0%
RDWM
274
Red Door Wealth Management
Tennessee
$3.61M
FC
275
Financial Council
Maryland
$3.59M