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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
SWP
601
Sagespring Wealth Partners
Tennessee
$449K +$5.66K +77 +1%
WTB
602
Washington Trust Bank
Washington
$446K
GRP
603
Global Retirement Partners
California
$444K -$9.99K -136 -2%
PB
604
Prosperity Bancshares
Texas
$440K +$436K +5,936 New
OFS
605
Orrstown Financial Services
Pennsylvania
$436K
BMWS
606
Brady Martz Wealth Solutions
North Dakota
$435K +$2.72K +37 +0.6%
EP
607
Essential Planning
New Hampshire
$435K -$53K -721 -11%
R
608
Rebalance
California
$434K -$32.5K -443 -7%
SHJ
609
Sharkey, Howes & Javer
Colorado
$434K +$955 +13 +0.2%
EIPL
610
Essential Investment Partners LLC
Colorado
$433K +$429K +5,843 New
GVAG
611
Great Valley Advisor Group
Delaware
$425K -$2M -27,157 -83%
AWMG
612
Alliance Wealth Management Group
New Jersey
$424K
TCM
613
Towercrest Capital Management
Pennsylvania
$424K
ME
614
McIlrath & Eck
Washington
$424K -$123K -1,668 -23%
CCWM
615
Cassaday & Co Wealth Management
Virginia
$421K
FWCM
616
Ferguson Wellman Capital Management
Oregon
$418K
MW
617
Marrick Wealth
California
$418K +$414K +5,641 New
AA
618
Apriem Advisors
California
$416K
LEFP
619
Leading Edge Financial Planning
Tennessee
$415K +$76.6K +1,043 +23%
BEAM
620
Baker Ellis Asset Management
Washington
$414K
FMWA
621
Forvis Mazars Wealth Advisors
Missouri
$411K
TCWM
622
Total Clarity Wealth Management
Illinois
$410K +$73 +1 +0%
WAN
623
Wealth Advisors Northwest
Oregon
$407K +$882 +12 +0.2%
AA
624
Advisory Alpha
Michigan
$406K +$3.09K +42 +0.8%
DWA
625
Delap Wealth Advisory
Oregon
$404K -$31.7K -431 -7%