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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
PWPS
276
Pinnacle Wealth Planning Services
Ohio
$3.36M
FWM
277
FFT Wealth Management
Pennsylvania
$3.29M
CIA
278
Caerus Investment Advisors
Texas
$3.26M
RPGK
279
Retirement Planning Group (Kansas)
Kansas
$3.2M
FIA
280
Foundations Investment Advisors
Arizona
$3.18M
EFP
281
Elser Financial Planning
Indiana
$3.17M
AWA
282
Acorn Wealth Advisors
Michigan
$3.14M
2WWM
283
21 West Wealth Management
California
$3.05M
SC
284
Shearwater Capital
Colorado
$3.03M
MGIA
285
Moneta Group Investment Advisors
Missouri
$3.03M
MFT
286
Moisand Fitzgerald Tamayo
Florida
$3.02M
TCRG
287
Twin Cities Retirement Group
Minnesota
$3.02M
EWA
288
Elevate Wealth Advisory
Georgia
$3M
BF
289
Brooklyn FI
New York
$3M
Northern Trust
290
Northern Trust
Illinois
$2.98M
LI
291
LRI Investments
Florida
$2.95M
PAG
292
Poinciana Advisors Group
Florida
$2.95M
LG
293
LAM Group
Oregon
$2.9M
DFP
294
Donalies Financial Planning
District of Columbia
$2.87M
KCWM
295
Kane Co Wealth Management
Iowa
$2.83M
KPWS
296
Kestra Private Wealth Services
Texas
$2.8M
MCA
297
Maryland Capital Advisors
Maryland
$2.8M
CW
298
Curio Wealth
Maryland
$2.75M
TWD
299
True Wealth Design
Ohio
$2.73M
NB
300
NBT Bank
New York
$2.69M