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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
SW
426
Simplicity Wealth
New Jersey
$1.15M -$347K -4,724 -23%
EIA
427
Eldridge Investment Advisors
New Hampshire
$1.15M
FPI
428
Financial Plan Inc
Washington
$1.14M +$1.13M +15,393 New
MG
429
Mather Group
Illinois
$1.13M +$54.8K +746 +5%
2L
430
25 LLC
Missouri
$1.12M -$48.6K -661 -4%
MPW
431
Magnolia Private Wealth
Pennsylvania
$1.1M -$57.2K -778 -5%
VWM
432
Vigil Wealth Management
Florida
$1.09M +$1.08M +14,749 New
WFA
433
WestHill Financial Advisors
California
$1.09M
NRWA
434
North Ridge Wealth Advisors
Oregon
$1.08M -$18.4K -250 -2%
FF
435
Francis Financial
$1.07M +$441K +6,000 +71%
MHWM
436
Montz Harcus Wealth Management
Louisiana
$1.07M +$2.28K +31 +0.2%
SAM
437
Summit Asset Management
Tennessee
$1.06M
Ameriprise
438
Ameriprise
Minnesota
$1.06M -$18.4K -250 -2%
IRP
439
Investment Research Partners
Pennsylvania
$1.06M -$84.9K -1,155 -7%
BFA
440
Beacon Financial Advisory
Ohio
$1.06M -$29.7K -404 -3%
PWMG
441
Prestige Wealth Management Group
New Jersey
$1.05M
PPP
442
Prism Planning Partners
Illinois
$1.04M +$1.03M +13,996 New
FH
443
Financial Harvest
Florida
$1.04M +$588 +8 +0.1%
CB
444
Cadence Bank
Mississippi
$1.03M
LNWTC
445
Laird Norton Wetherby Trust Company
Washington
$1.01M +$1M +13,667 New
MWPCG
446
Measured Wealth Private Client Group
New Hampshire
$1M -$808 -11 -0.1%
PWM
447
Perigon Wealth Management
California
$1,000K -$10.3K -140 -1%
MSF
448
Mustard Seed Financial
Arkansas
$992K -$29.6K -403 -3%
CPA
449
Cathy Pareto & Associates
Florida
$992K +$21.2K +289 +2%
Bank of New York Mellon
450
Bank of New York Mellon
New York
$989K -$73 -1 -0%