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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
OC
776
Oakworth Capital
Alabama
$154K
IWP
777
IAG Wealth Partners
Wisconsin
$139K
BTI
778
Blue Trust Inc
Georgia
$139K +$6.69K +91 +5%
W
779
WealthCollab
Washington
$138K
MA
780
MCF Advisors
Kentucky
$138K +$136K +1,854 New
AA
781
Atmos Advisory
Pennsylvania
$137K +$294 +4 +0.2%
AA
782
Ancora Advisors
Ohio
$136K
MWA
783
Medallion Wealth Advisors
Connecticut
$133K -$4.7K -64 -3%
AWM
784
Abound Wealth Management
Tennessee
$128K
SFC
785
SYM Financial Corp
Indiana
$121K +$27.8K +378 +30%
BFPW
786
BOK Financial Private Wealth
Colorado
$120K
FAI
787
Fiduciary Advisors Inc
Missouri
$120K +$220 +3 +0.2%
DFA
788
DHJJ Financial Advisors
Illinois
$117K +$114K +1,552 +5,969%
MSWA
789
Marshall & Sterling Wealth Advisors
New York
$114K -$882 -12 -0.8%
WA
790
Walsh & Associates
Florida
$112K +$111K +1,510 New
SAM
791
S.A. Mason
Michigan
$111K
MTI
792
Merrithew & Thorsten Inc
California
$102K +$101K +1,381 New
TRCT
793
Tower Research Capital (TRC)
New York
$98.9K -$431K -5,864 -81%
TFM
794
TFC Financial Management
Massachusetts
$97.3K +$220 +3 +0.2%
PMFA
795
Plante Moran Financial Advisors
Michigan
$86K
DF
796
DecisionPoint Financial
Arizona
$85.3K +$31.1K +423 +58%
FCT
797
First Community Trust
Iowa
$81.8K
RWM
798
Rialto Wealth Management
New York
$76.8K
CBT
799
Crews Bank & Trust
Florida
$76.7K
BFP
800
Birchwood Financial Partners
Minnesota
$63.9K +$63.3K +861 New