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Dimensional US Equity ETF

818 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 284 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
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
LWM
226
LJI Wealth Management
Indiana
$5.41M
CWA
227
Canvas Wealth Advisors
Kansas
$5.4M
FIS
228
Fischer Investment Strategies
California
$5.36M
DFC
229
DBK Financial Counsel
Ohio
$5.3M
FCG
230
Financial Connections Group
California
$5.24M
EPM
231
Elm Partners Management
Pennsylvania
$5.24M
CB
232
Centennial Bank
Arkansas
$5.23M
WA
233
Waverly Advisors
Alabama
$5.17M
AFA
234
Avant Financial Advisors
Texas
$5.15M
IWN
235
Independent Wealth Network
Iowa
$5.08M
AWM
236
Ariadne Wealth Management
California
$5.08M
CL
237
CLG LLC
California
$5.05M
BTWM
238
Baker Tilly Wealth Management
Wisconsin
$4.97M
VPWA
239
Vestia Personal Wealth Advisors
Indiana
$4.92M
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$4.89M
ASN
241
Advisory Services Network
Georgia
$4.77M
HR
242
Hardy Reed
Mississippi
$4.75M
CPC
243
Consolidated Planning Corp
Georgia
$4.73M
CA
244
Clune & Associates
Illinois
$4.69M
DAS
245
Diversify Advisory Services
Utah
$4.64M
EWM
246
Empirical Wealth Management
Washington
$4.47M
BDF
247
Black Diamond Financial
Maryland
$4.42M
CAMG
248
CWA Asset Management Group
Florida
$4.41M
Brown Advisory
249
Brown Advisory
Maryland
$4.33M
WRPWM
250
Werba Rubin Papier Wealth Management
California
$4.33M