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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
AF
151
Allworth Financial
California
$12.3M -$251K -3,421 -2%
AIS
152
American Investment Services
Massachusetts
$12M +$960K +13,064 +9%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$11.7M +$80.9K +1,101 +0.7%
PWS
154
Physician Wealth Solutions
Nevada
$11.7M
EFG
155
Embree Financial Group
Illinois
$11.4M +$11.3M +153,588 New
PAG
156
Private Advisor Group
New Jersey
$11.3M +$758K +10,314 +7%
IP
157
Indivisible Partners
Florida
$11.3M +$11.2M +152,619 New
EFP
158
Envision Financial Planning
Tennessee
$11.3M -$353K -4,807 -3%
WAT
159
Wealth Advisory Team
Kentucky
$11.3M +$11.2M +152,150 New
HFS
160
Hughes Financial Services
Virginia
$11.2M -$29.1K -396 -0.3%
CFG
161
Cornerstone Financial Group
Nebraska
$11M -$205K -2,786 -2%
RLWM
162
RF&L Wealth Management
Massachusetts
$10.8M -$6.76K -92 -0.1%
CPCP
163
Cedar Point Capital Partners
Iowa
$10.6M -$605K -8,232 -5%
THL
164
Tillman Hartley LLC
Colorado
$10.5M +$26.4K +360 +0.3%
FEG
165
Fund Evaluation Group
Ohio
$10.4M -$336K -4,578 -3%
BW
166
BostonPremier Wealth
Massachusetts
$10.4M +$1.96M +26,638 +23%
SFS
167
Sowell Financial Services
Arkansas
$10.4M +$40.8K +555 +0.4%
AUB
168
Atlantic Union Bankshares
Virginia
$10.2M +$828K +11,269 +9%
KIM
169
Kestra Investment Management
Texas
$9.66M +$1.84M +24,987 +24%
CIAS
170
CFS Investment Advisory Services
New Jersey
$9.42M +$1.41M +19,231 +18%
CMP
171
Coston McIsaac & Partners
Maine
$9.29M +$2.4M +32,664 +35%
RYA
172
Richard Young Associates
Georgia
$9.08M +$9M +122,433 New
GCA
173
Greenwood Capital Associates
South Carolina
$9.05M +$955K +12,993 +12%
SA
174
Seneschal Advisors
Washington
$8.96M -$489K -6,654 -5%
Financial Engines Advisors
175
Financial Engines Advisors
California
$8.92M -$1.64M -22,387 -16%