DFUS icon

Dimensional US Equity ETF

818 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 284 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
135
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
426
North Ridge Wealth Advisors
Oregon
$1.08M
FF
427
Francis Financial
$1.07M
MHWM
428
Montz Harcus Wealth Management
Louisiana
$1.07M
SAM
429
Summit Asset Management
Tennessee
$1.06M
Ameriprise
430
Ameriprise
Minnesota
$1.06M
IRP
431
Investment Research Partners
Pennsylvania
$1.06M
BFA
432
Beacon Financial Advisory
Ohio
$1.06M
PWMG
433
Prestige Wealth Management Group
New Jersey
$1.05M
PPP
434
Prism Planning Partners
Illinois
$1.04M
FH
435
Financial Harvest
Florida
$1.04M
CB
436
Cadence Bank
Mississippi
$1.03M
LNWTC
437
Laird Norton Wetherby Trust Company
Washington
$1.01M
MWPCG
438
Measured Wealth Private Client Group
New Hampshire
$1M
PWM
439
Perigon Wealth Management
California
$1,000K
MSF
440
Mustard Seed Financial
Arkansas
$992K
CPA
441
Cathy Pareto & Associates
Florida
$992K
Bank of New York Mellon
442
Bank of New York Mellon
New York
$989K
PFA
443
Pure Financial Advisors
California
$983K
PFM
444
Phillips Financial Management
Indiana
$980K
NGA
445
Naples Global Advisors
Florida
$975K
SAM
446
SP Asset Management
California
$973K
PSP
447
Principal Street Partners
Tennessee
$972K
MAMG
448
Milestone Asset Management Group
Connecticut
$971K
FPCG
449
Forum Private Client Group
Indiana
$948K
Wells Fargo
450
Wells Fargo
California
$946K