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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
HIA
251
HTG Investment Advisors
Connecticut
$4.29M
SHGA
252
Sand Hill Global Advisors
California
$4.26M
PWM
253
Platform Wealth Management
Utah
$4.23M
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$4.23M
MAS
255
MPWM Advisory Solutions
Georgia
$4.2M
CCA
256
Clarity Capital Advisors
Florida
$4.12M
BP
257
Ballentine Partners
Massachusetts
$4.05M
LKBC
258
L.K. Benson & Company
Maryland
$4.05M
SIMC
259
Squire Investment Management Company
Utah
$4.03M
BHWM
260
Beaird Harris Wealth Management
Texas
$4M
WFA
261
Websterrogers Financial Advisors
South Carolina
$3.99M
CAM
262
Clark Asset Management
New Hampshire
$3.98M
IWC
263
Integrated Wealth Concepts
Massachusetts
$3.92M
AWM
264
Apollon Wealth Management
South Carolina
$3.9M
EF
265
Empowered Funds
Pennsylvania
$3.84M
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$3.77M
FWM
267
Forteris Wealth Management
New York
$3.71M
CAM
268
Cresset Asset Management
Illinois
$3.71M
SWM
269
Sterling Wealth Management
Illinois
$3.63M
RDWM
270
Red Door Wealth Management
Tennessee
$3.61M
FC
271
Financial Council
Maryland
$3.59M
LWM
272
Lodestone Wealth Management
Washington
$3.56M
ALWM
273
Andrews Lucia Wealth Management
California
$3.52M
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$3.5M
BCI
275
Brinker Capital Investments
Pennsylvania
$3.39M