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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
PCA
201
Prosperity Capital Advisors
Ohio
$7.05M -$3.22M -43,869 -32%
SAI
202
Savvy Advisors Inc
New York
$7.04M +$208K +2,830 +3%
RW
203
Ridgeline Wealth
Arizona
$6.78M +$562K +7,653 +9%
BH
204
Burk Holdings
Oklahoma
$6.75M -$174K -2,369 -3%
TIM
205
Tortoise Investment Management
New York
$6.74M +$15.4K +210 +0.2%
RA
206
RFG Advisory
Alabama
$6.63M +$9.55K +130 +0.1%
EWA
207
EverSource Wealth Advisors
Alabama
$6.63M -$87.3K -1,188 -1%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$6.62M -$84.6K -1,152 -1%
SP
209
Symmetry Partners
Connecticut
$6.49M -$450K -6,126 -7%
IWB
210
Innovative Wealth Building
Maryland
$6.48M -$290K -3,950 -4%
GI
211
Gradient Investments
Minnesota
$6.47M -$211K -2,876 -3%
GAM
212
Gemmer Asset Management
California
$6.38M +$31.3K +426 +0.5%
NA
213
NewEdge Advisors
Louisiana
$6.33M -$1.83M -24,943 -23%
MWM
214
Mission Wealth Management
California
$6.27M +$447K +6,078 +8%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$6.23M +$1.16M +15,841 +23%
UCFA
216
United Capital Financial Advisors
Texas
$6.06M -$200K -2,720 -3%
VPF
217
Vantage Point Financial
Illinois
$6.02M -$108K -1,473 -2%
CFO
218
CVA Family Office
Colorado
$5.97M +$666K +9,066 +13%
DWM
219
Dopkins Wealth Management
New York
$5.88M +$20K +272 +0.3%
CA
220
Clearstead Advisors
Ohio
$5.85M -$116K -1,576 -2%
BA
221
Bridgewater Advisors
New York
$5.75M -$355K -4,838 -6%
IA
222
IFG Advisory
Georgia
$5.75M -$172K -2,344 -3%
SFG
223
SNS Financial Group
Minnesota
$5.59M -$30.1K -410 -0.5%
EWA
224
Exencial Wealth Advisors
Oklahoma
$5.49M -$7.49K -102 -0.1%
VAM
225
Virtue Asset Management
Illinois
$5.48M