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Dimensional US Equity ETF

840 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 19

24% more capital invested

Capital invested by funds: $14B → $17.4B (+$3.38B)

20% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 239

17% more funds holding in top 10

Funds holding in top 10: 119139 (+20)

10% more funds holding

Funds holding: 761840 (+79)

2.18% more ownership

Funds ownership: 81.98%84.16% (+2.2%)

Holders
840
Holders Change
+79
Holders Change %
+10.38%
% of All Funds
10.22%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
112
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Lodestone Wealth Management
Washington
$3.56M -$75.9K -1,033 -2%
ALWM
277
Andrews Lucia Wealth Management
California
$3.52M +$4.63K +63 +0.1%
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$3.5M -$9.4K -128 -0.3%
BCI
279
Brinker Capital Investments
Pennsylvania
$3.39M -$57.8K -787 -2%
BFG
280
Berger Financial Group
Minnesota
$3.37M +$369K +5,027 +12%
PWPS
281
Pinnacle Wealth Planning Services
Ohio
$3.36M +$10.4K +141 +0.3%
FWM
282
FFT Wealth Management
Pennsylvania
$3.29M
CIA
283
Caerus Investment Advisors
Texas
$3.26M
RPGK
284
Retirement Planning Group (Kansas)
Kansas
$3.2M -$47.2K -642 -1%
FIA
285
Foundations Investment Advisors
Arizona
$3.18M +$2.53M +34,376 +402%
EFP
286
Elser Financial Planning
Indiana
$3.17M
AWA
287
Acorn Wealth Advisors
Michigan
$3.14M -$244K -3,316 -7%
2WWM
288
21 West Wealth Management
California
$3.05M +$175K +2,383 +6%
SC
289
Shearwater Capital
Colorado
$3.03M +$1.32K +18 +0%
MGIA
290
Moneta Group Investment Advisors
Missouri
$3.03M +$134K +1,820 +5%
MFT
291
Moisand Fitzgerald Tamayo
Florida
$3.02M -$45.6K -620 -1%
TCRG
292
Twin Cities Retirement Group
Minnesota
$3.02M +$2.99M +40,651 New
EWA
293
Elevate Wealth Advisory
Georgia
$3M +$44.3K +603 +2%
BF
294
Brooklyn FI
New York
$3M +$297K +4,049 +11%
Northern Trust
295
Northern Trust
Illinois
$2.98M +$28.7K +390 +1%
LI
296
LRI Investments
Florida
$2.95M -$88.6K -1,206 -3%
PAG
297
Poinciana Advisors Group
Florida
$2.95M +$300K +4,082 +11%
LG
298
LAM Group
Oregon
$2.9M
DFP
299
Donalies Financial Planning
District of Columbia
$2.87M +$2.84M +38,720 New
DWM
300
DWR Wealth Management
California
$2.85M +$2.8M +38,118 New