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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
CA
751
COFG Advisors
Illinois
$220K +$217K +2,960 New
TWM
752
Tradition Wealth Management
Minnesota
$218K +$441 +6 +0.2%
LA
753
Lynch & Associates
Indiana
$216K -$1.47K -20 -0.7%
RSWA
754
Robinson Smith Wealth Advisors
Maine
$215K
HPA
755
High Probability Advisors
New York
$214K
BFG
756
Bouchey Financial Group
New York
$214K
CSB
757
City State Bank
Iowa
$214K
BWM
758
BNC Wealth Management
Oregon
$213K
BBFA
759
Brindle & Bay Financial Advisors
Texas
$210K +$208K +2,836 New
MCM
760
Morton Capital Management
California
$210K +$208K +2,833 New
FPCP
761
Fort Point Capital Partners
California
$209K -$60.2K -819 -23%
WWM
762
Whalen Wealth Management
Nevada
$208K -$146K -1,991 -41%
PAS
763
PKS Advisory Services
New York
$207K
B
764
Bailard
California
$201K +$200K +2,716 New
Russell Investments Group
765
Russell Investments Group
United Kingdom
$186K +$102K +1,389 +124%
CIBC Private Wealth Group
766
CIBC Private Wealth Group
Georgia
$178K -$79.1K -1,077 -31%
KFAS
767
Keating Financial Advisory Services
Kansas
$177K +$175K +2,383 New
GWSA
768
Global Wealth Strategies & Associates
Colorado
$174K -$7.71K -105 -4%
TCM
769
Tradewinds Capital Management
Washington
$173K +$171K +2,330 New
PTC
770
Private Trust Company
Ohio
$168K
SWA
771
Strategic Wealth Advisors
Arizona
$167K +$166K +2,257 New
BWA
772
Basecamp Wealth Advisors
Washington
$167K +$165K +2,245 New
KPP
773
Kings Path Partners
Texas
$163K -$7.86K -107 -5%
FFA
774
Frazier Financial Advisors
Ohio
$160K
HNB
775
Hilltop National Bank
Wyoming
$160K