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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
BFG
276
Berger Financial Group
Minnesota
$3.37M
PWPS
277
Pinnacle Wealth Planning Services
Ohio
$3.36M
FWM
278
FFT Wealth Management
Pennsylvania
$3.29M
CIA
279
Caerus Investment Advisors
Texas
$3.26M
RPGK
280
Retirement Planning Group (Kansas)
Kansas
$3.2M
FIA
281
Foundations Investment Advisors
Arizona
$3.18M
EFP
282
Elser Financial Planning
Indiana
$3.17M
AWA
283
Acorn Wealth Advisors
Michigan
$3.14M
2WWM
284
21 West Wealth Management
California
$3.05M
SC
285
Shearwater Capital
Colorado
$3.03M
MGIA
286
Moneta Group Investment Advisors
Missouri
$3.03M
MFT
287
Moisand Fitzgerald Tamayo
Florida
$3.02M
TCRG
288
Twin Cities Retirement Group
Minnesota
$3.02M
EWA
289
Elevate Wealth Advisory
Georgia
$3M
BF
290
Brooklyn FI
New York
$3M
Northern Trust
291
Northern Trust
Illinois
$2.98M
LI
292
LRI Investments
Florida
$2.95M
PAG
293
Poinciana Advisors Group
Florida
$2.95M
LG
294
LAM Group
Oregon
$2.9M
DFP
295
Donalies Financial Planning
District of Columbia
$2.87M
KCWM
296
Kane Co Wealth Management
Iowa
$2.83M
KPWS
297
Kestra Private Wealth Services
Texas
$2.8M
MCA
298
Maryland Capital Advisors
Maryland
$2.8M
CW
299
Curio Wealth
Maryland
$2.75M
TWD
300
True Wealth Design
Ohio
$2.73M