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Dimensional US Equity ETF

826 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 285 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
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
WRPWM
251
Werba Rubin Papier Wealth Management
California
$4.33M
HIA
252
HTG Investment Advisors
Connecticut
$4.29M
SHGA
253
Sand Hill Global Advisors
California
$4.26M
PWM
254
Platform Wealth Management
Utah
$4.23M
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$4.23M
MAS
256
MPWM Advisory Solutions
Georgia
$4.2M
CCA
257
Clarity Capital Advisors
Florida
$4.12M
BP
258
Ballentine Partners
Massachusetts
$4.05M
LKBC
259
L.K. Benson & Company
Maryland
$4.05M
SIMC
260
Squire Investment Management Company
Utah
$4.03M
BHWM
261
Beaird Harris Wealth Management
Texas
$4M
WFA
262
Websterrogers Financial Advisors
South Carolina
$3.99M
CAM
263
Clark Asset Management
New Hampshire
$3.98M
IWC
264
Integrated Wealth Concepts
Massachusetts
$3.92M
AWM
265
Apollon Wealth Management
South Carolina
$3.9M
EF
266
Empowered Funds
Pennsylvania
$3.84M
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$3.77M
FWM
268
Forteris Wealth Management
New York
$3.71M
CAM
269
Cresset Asset Management
Illinois
$3.71M
SWM
270
Sterling Wealth Management
Illinois
$3.63M
RDWM
271
Red Door Wealth Management
Tennessee
$3.61M
FC
272
Financial Council
Maryland
$3.59M
LWM
273
Lodestone Wealth Management
Washington
$3.56M
ALWM
274
Andrews Lucia Wealth Management
California
$3.52M
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$3.5M