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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
FIC
476
Family Investment Center
Missouri
$895K -$34.8K -473 -4%
WETS
477
Wealth Enhancement Trust Services
South Dakota
$894K +$886K +12,053 New
JWCA
478
J.W. Cole Advisors
Florida
$888K +$742K +10,094 +79%
MWM
479
McCartney Wealth Management
Missouri
$874K +$866K +11,790 New
GWM
480
Geneos Wealth Management
Colorado
$870K +$82.3K +1,120 +11%
KA
481
Klingman & Associates
New York
$870K
CRC
482
Curi RMB Capital
Illinois
$856K +$1.62K +22 +0.2%
TFM
483
Trademark Financial Management
Minnesota
$853K
WN
484
Williams & Novak
California
$845K -$201K -2,734 -19%
CB
485
Commerce Bank
Missouri
$844K
WIA
486
World Investment Advisors
California
$844K +$482K +6,567 +136%
BAM
487
Belpointe Asset Management
Nevada
$821K
FCA
488
Fortis Capital Advisors
Kansas
$821K
Baird Financial Group
489
Baird Financial Group
Wisconsin
$818K
SWM
490
Seaside Wealth Management
California
$815K
CAG
491
Csenge Advisory Group
Florida
$800K +$3.89K +53 +0.5%
DC
492
Davenport & Co
Virginia
$782K +$775K +10,547 New
LBC
493
Lowe Brockenbrough & Co
Virginia
$781K
BIG
494
Builder Investment Group
Georgia
$777K +$71.3K +971 +10%
DPI
495
Diversified Portfolios Inc
Michigan
$776K
WTC
496
WhitTier Trust Company
Nevada
$774K
SFP
497
Sterling Financial Planning
New Jersey
$772K -$17.3K -236 -2%
WWC
498
Waypoint Wealth Counsel
Georgia
$771K
PAG
499
Private Advisory Group
Washington
$768K
SAM
500
Synergy Asset Management
Washington
$762K -$810K -11,031 -52%