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DFUS

Dimensional US Equity ETF

839 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more first-time investments, than exits

New positions opened: 111 | 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: 761839 (+78)

2.17% more ownership

Funds ownership: 81.98%84.15% (+2.2%)

Holders
839
Holders Change
+78
Holders Change %
+10.25%
% of All Funds
10.21%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
111
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJB
126
Broadhurst Jeffrey B
$16.2M +$16M +218,072 New
TCM
127
Tassel Capital Management
North Carolina
$16.1M +$429K +5,837 +3%
PA
128
PFG Advisors
Arizona
$15.8M +$1.16M +15,775 +8%
GAM
129
GEM Asset Management
Michigan
$15.5M +$142K +1,928 +0.9%
CWMA
130
Capstone Wealth Management (Alabama)
Alabama
$15M +$237K +3,221 +2%
KAS
131
KPP Advisory Services
Kentucky
$14.7M +$925K +12,592 +7%
AWM
132
Axxcess Wealth Management
California
$14.4M +$6.77M +92,125 +90%
Stifel Financial
133
Stifel Financial
Missouri
$14.3M +$630K +8,573 +5%
PFS
134
Professional Financial Solutions
Virginia
$14.2M +$14.1M +191,580 New
HWM
135
HB Wealth Management
Georgia
$14.1M -$3.67K -50 -0%
Betterment LLC
136
Betterment LLC
New York
$14.1M +$483K +6,569 +4%
QCM
137
Quantinno Capital Management
New York
$13.9M +$1.87M +25,422 +16%
CAC
138
Certified Advisory Corp
Florida
$13.8M +$1.39M +18,865 +11%
AQR Capital Management
139
AQR Capital Management
Connecticut
$13.8M +$1.95M +26,581 +17%
NWM
140
Northwest Wealth Management
Iowa
$13.7M +$521K +7,091 +4%
IAG
141
Investment Advisory Group
Massachusetts
$13.7M +$608K +8,274 +5%
PWMG
142
Private Wealth Management Group
New Jersey
$13.7M -$51.8K -705 -0.4%
ACA
143
Aptus Capital Advisors
Alabama
$13.5M -$164K -2,228 -1%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$13.4M +$2.6M +35,361 +24%
CWP
145
Concord Wealth Partners
Virginia
$13.1M +$1.31M +17,825 +11%
KDA
146
Kraft Davis & Associates
Missouri
$13M +$6.4M +87,066 +103%
WANY
147
Wealthspire Advisors (New York)
New York
$13M -$658K -8,959 -5%
AC
148
AWM Capital
Arizona
$12.7M -$167K -2,269 -1%
AFA
149
Alpha Financial Advisors
North Carolina
$12.6M -$582K -7,917 -4%
SPI
150
Sutton Place Investors
New York
$12.6M +$2.72K +37 +0%