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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
Prudential Financial
1
Prudential Financial
New Jersey
$3.3B -$453M -6,168,846 -12%
AF
2
Align Financial
Minnesota
$2.26B +$166M +2,261,962 New
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$687M +$4.62M +62,934 +0.7%
MPW
4
MASECO Private Wealth
$553M -$5.66M -77,103 -1%
RFP
5
Root Financial Partners
California
$395M +$55.8M +759,253 +17%
IFA
6
Index Fund Advisors
California
$367M -$2.95M -40,206 -0.8%
VT
7
Vise Technologies
New York
$352M +$250M +3,398,120 +253%
PL
8
Plancorp LLC
Missouri
$334M -$4.97M -67,657 -1%
SWA
9
Sax Wealth Advisors
New Jersey
$287M +$22.6M +307,634 +9%
LPL Financial
10
LPL Financial
California
$267M +$3.55M +48,277 +1%
Creative Planning
11
Creative Planning
Kansas
$254M -$2.3M -31,307 -0.9%
Corient Private Wealth
12
Corient Private Wealth
Florida
$252M +$198M +2,689,798 +378%
TWA
13
TCI Wealth Advisors
Arizona
$235M +$15.9M +216,267 +7%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$210M +$26.7M +363,221 +15%
Mariner
15
Mariner
Kansas
$201M +$25.6M +349,019 +15%
GWWM
16
Great Waters Wealth Management
Minnesota
$199M +$13.9M +188,544 +8%
ZF
17
Zhang Financial
Michigan
$179M +$1.06M +14,494 +0.6%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$173M +$27.4M +373,607 +19%
GCM
19
G2 Capital Management
Ohio
$171M +$3.48M +47,353 +2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$119M -$1.65M -22,427 -1%
Raymond James Financial
21
Raymond James Financial
Florida
$115M +$5.1M +69,368 +5%
SAM
22
Smartleaf Asset Management
Massachusetts
$115M +$109M +1,487,443 +2,963%
FFM
23
Flagstone Financial Management
Nebraska
$110M -$637K -8,675 -0.6%
CPA
24
Capital Performance Advisors
California
$110M +$95.4M +1,298,394 +703%
IDA
25
Intelligence Driven Advisers
California
$108M -$7.02M -95,598 -6%