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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
WTA
301
Washington Trust Advisors
Massachusetts
$2.68M
CFA
302
CWS Financial Advisors
Michigan
$2.68M
WP
303
Walleye Partners
Wisconsin
$2.63M
PWP
304
Ponta Wealth Partners
Florida
$2.61M
Lido Advisors
305
Lido Advisors
California
$2.6M
EPP
306
ETF Portfolio Partners
Kansas
$2.6M
SA
307
Sanctuary Advisors
Indiana
$2.55M
PWA
308
Physician Wealth Advisors
Utah
$2.53M
ANB
309
Amarillo National Bank
Texas
$2.52M
LPP
310
Life Planning Partners
Florida
$2.43M
EWA
311
EP Wealth Advisors
California
$2.38M
AWM
312
Accurate Wealth Management
Florida
$2.38M
PFPG
313
Pinnacle Financial Partners (Georgia)
Georgia
$2.35M
KCPG
314
Kavar Capital Partners Group
Kansas
$2.32M
AFA
315
Allium Financial Advisors
Oregon
$2.32M
OPF
316
Old Peak Finance
North Carolina
$2.31M
AC
317
Avestar Capital
New York
$2.31M
MWA
318
Monograph Wealth Advisors
California
$2.3M
W
319
WorthPointe
California
$2.28M
SIC
320
SJS Investment Consulting
Ohio
$2.28M
CFGA
321
Cambridge Financial Group (Arizona)
Arizona
$2.26M
YWM
322
Yoder Wealth Management
California
$2.23M
BBHC
323
Brown Brothers Harriman & Co
New York
$2.22M
BWM
324
BCO Wealth Management
New Mexico
$2.21M
SSC
325
Syverson Strege & Co
Iowa
$2.19M