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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
SHGA
251
Sand Hill Global Advisors
California
$4.26M
PWM
252
Platform Wealth Management
Utah
$4.23M
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$4.23M
MAS
254
MPWM Advisory Solutions
Georgia
$4.2M
CCA
255
Clarity Capital Advisors
Florida
$4.12M
BP
256
Ballentine Partners
Massachusetts
$4.05M
LKBC
257
L.K. Benson & Company
Maryland
$4.05M
SIMC
258
Squire Investment Management Company
Utah
$4.03M
BHWM
259
Beaird Harris Wealth Management
Texas
$4M
WFA
260
Websterrogers Financial Advisors
South Carolina
$3.99M
CAM
261
Clark Asset Management
New Hampshire
$3.98M
IWC
262
Integrated Wealth Concepts
Massachusetts
$3.92M
AWM
263
Apollon Wealth Management
South Carolina
$3.9M
EF
264
Empowered Funds
Pennsylvania
$3.84M
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$3.77M
FWM
266
Forteris Wealth Management
New York
$3.71M
CAM
267
Cresset Asset Management
Illinois
$3.71M
SWM
268
Sterling Wealth Management
Illinois
$3.63M
RDWM
269
Red Door Wealth Management
Tennessee
$3.61M
FC
270
Financial Council
Maryland
$3.59M
LWM
271
Lodestone Wealth Management
Washington
$3.56M
ALWM
272
Andrews Lucia Wealth Management
California
$3.52M
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$3.5M
BCI
274
Brinker Capital Investments
Pennsylvania
$3.39M
BFG
275
Berger Financial Group
Minnesota
$3.37M