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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
4WM
351
49 Wealth Management
Texas
$1.81M
VCA
352
Verdence Capital Advisors
Maryland
$1.81M
PA
353
Parallel Advisors
California
$1.79M
FWP
354
Falcon Wealth Planning
California
$1.79M
MCM
355
MAI Capital Management
Ohio
$1.79M
BB
356
Bell Bank
North Dakota
$1.77M
MT
357
Midwest Trust
Kansas
$1.77M
SOAG
358
Silver Oak Advisory Group
Oregon
$1.77M
AWM
359
Arista Wealth Management
Nevada
$1.77M
TI
360
Truepoint Inc
Ohio
$1.77M
DADC
361
D.A. Davidson & Co
Montana
$1.75M
RTL
362
Red Tortoise LLC
Georgia
$1.72M
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$1.68M
P
364
&Partners
Tennessee
$1.65M
MSWMA
365
Market Street Wealth Management Advisors
Indiana
$1.65M
BFS
366
Beacon Financial Strategies
North Carolina
$1.65M
AWM
367
AE Wealth Management
Kansas
$1.65M
FOA
368
Five Oceans Advisors
California
$1.65M
GCMLDOWM
369
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Maryland
$1.63M
WCP
370
Wick Capital Partners
Pennsylvania
$1.63M
LIWM
371
Long Island Wealth Management
New York
$1.63M
KF
372
K2 Financial
California
$1.62M
RIP
373
RAM Investment Partners
Washington
$1.62M
SFP
374
SwitchPoint Financial Planning
Utah
$1.59M
JSL
375
JT Stratford LLC
Georgia
$1.59M