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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
TCM
501
TruNorth Capital Management
Michigan
$759K
NSG
502
Nalls Sherbakoff Group
Tennessee
$758K +$1.4K +19 +0.2%
GSEP
503
Golden State Equity Partners
California
$753K +$746K +10,151 New
CCM
504
Condor Capital Management
New Jersey
$749K
SWA
505
SFMG Wealth Advisors
Texas
$748K -$6.91K -94 -0.9%
CCM
506
Coldstream Capital Management
Washington
$744K +$7.86K +107 +1%
TWC
507
TD Waterhouse Canada
Ontario, Canada
$738K +$242K +3,298 +50%
TCM
508
Towneley Capital Management
California
$738K +$1.54K +21 +0.2%
LIM
509
Leavell Investment Management
Alabama
$737K +$89.6K +1,220 +14%
GWA
510
Geometric Wealth Advisors
District of Columbia
$733K
AWM
511
Avondale Wealth Management
Texas
$727K +$68.4K +931 +10%
MWA
512
Midland Wealth Advisors
Illinois
$717K -$2.35K -32 -0.3%
EFS
513
Essex Financial Services
Connecticut
$715K +$17.6K +240 +3%
CIA
514
Compass Ion Advisors
Pennsylvania
$712K -$329K -4,483 -32%
RWRC
515
R.W. Roge & Company
New York
$712K -$1.25K -17 -0.2%
FAT
516
First American Trust
California
$710K +$704K +9,579 New
CSI
517
Cross Staff Investments
New York
$710K
BF
518
Brogan Financial
Tennessee
$708K +$1.47K +20 +0.2%
SVWAG
519
Sound View Wealth Advisors Group
Georgia
$707K +$514 +7 +0.1%
SIM
520
Stratos Investment Management
Ohio
$702K +$882 +12 +0.1%
CTC
521
Central Trust Company
Missouri
$687K
SA
522
Sincerus Advisory
New York
$678K +$10.1K +137 +2%
HNB
523
Huntington National Bank
Ohio
$677K
IFS
524
Intelligent Financial Strategies
Minnesota
$676K
IF
525
Ironwood Financial
Arizona
$674K +$9.99K +136 +2%