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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
PWA
576
PCG Wealth Advisors
Kansas
$531K
BCM
577
Becker Capital Management
Oregon
$523K
CIA
578
Cladis Investment Advisory
Montana
$520K
NWAG
579
Net Worth Advisory Group
Utah
$520K +$515K +7,014 New
ECM
580
Evergreen Capital Management
Washington
$514K
NDWM
581
New Dimensions Wealth Management
Texas
$512K
DFS
582
Demming Financial Services
Ohio
$509K +$504K +6,855 New
Empower Advisory Group
583
Empower Advisory Group
Colorado
$502K +$74.9K +1,019 +18%
KBFS
584
Kohmann Bosshard Financial Services
Ohio
$502K
SVWG
585
Shared Vision Wealth Group
United States
$501K -$48.3K -657 -9%
BPWM
586
Badgley Phelps Wealth Managers
Washington
$497K
BSSFA
587
Baron Silver Stevens Financial Advisors
Florida
$496K
FI
588
Financial Insights
Washington
$492K
SRCM
589
Signature Resources Capital Management
California
$490K
CW
590
CreativeOne Wealth
Kansas
$490K +$86K +1,171 +22%
PWM
591
Penobscot Wealth Management
Maine
$484K
IWS
592
Integrity Wealth Solutions
Colorado
$482K +$122K +1,658 +34%
GKWIM
593
Gerber Kawasaki Wealth & Investment Management
California
$481K +$1.03K +14 +0.2%
GWM
594
GSB Wealth Management
Connecticut
$471K
HWA
595
HMV Wealth Advisors
Louisiana
$467K
PW
596
Paladin Wealth
Minnesota
$465K
NPAN
597
Northeast Planning Associates NH
New Hampshire
$464K
MCM
598
M1 Capital Management
Michigan
$462K -$40.2K -547 -8%
NG
599
Norden Group
Utah
$452K +$955 +13 +0.2%
BB
600
Busey Bank
Illinois
$451K +$84.3K +1,147 +23%