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Dimensional US Equity ETF

816 hedge funds and large institutions have $17.2B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 283 increasing their positions, 237 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
135
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
Canvas Wealth Advisors
Kansas
$5.4M
FIS
227
Fischer Investment Strategies
California
$5.36M
DFC
228
DBK Financial Counsel
Ohio
$5.3M
FCG
229
Financial Connections Group
California
$5.24M
EPM
230
Elm Partners Management
Pennsylvania
$5.24M
CB
231
Centennial Bank
Arkansas
$5.23M
WA
232
Waverly Advisors
Alabama
$5.17M
AFA
233
Avant Financial Advisors
Texas
$5.15M
IWN
234
Independent Wealth Network
Iowa
$5.08M
AWM
235
Ariadne Wealth Management
California
$5.08M
CL
236
CLG LLC
California
$5.05M
BTWM
237
Baker Tilly Wealth Management
Wisconsin
$4.97M
VPWA
238
Vestia Personal Wealth Advisors
Indiana
$4.92M
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$4.89M
ASN
240
Advisory Services Network
Georgia
$4.77M
HR
241
Hardy Reed
Mississippi
$4.75M
CPC
242
Consolidated Planning Corp
Georgia
$4.73M
CA
243
Clune & Associates
Illinois
$4.69M
DAS
244
Diversify Advisory Services
Utah
$4.64M
EWM
245
Empirical Wealth Management
Washington
$4.47M
BDF
246
Black Diamond Financial
Maryland
$4.42M
CAMG
247
CWA Asset Management Group
Florida
$4.41M
Brown Advisory
248
Brown Advisory
Maryland
$4.33M
WRPWM
249
Werba Rubin Papier Wealth Management
California
$4.33M
HIA
250
HTG Investment Advisors
Connecticut
$4.29M