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Dimensional US Equity ETF

826 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 285 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
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
NHC
351
Nicholas Hoffman & Company
Georgia
$1.89M
FWP
352
FAS Wealth Partners
Kansas
$1.87M
CC
353
Citrine Capital
California
$1.82M
4WM
354
49 Wealth Management
Texas
$1.81M
VCA
355
Verdence Capital Advisors
Maryland
$1.81M
PA
356
Parallel Advisors
California
$1.79M
FWP
357
Falcon Wealth Planning
California
$1.79M
MCM
358
MAI Capital Management
Ohio
$1.79M
BB
359
Bell Bank
North Dakota
$1.77M
MT
360
Midwest Trust
Kansas
$1.77M
SOAG
361
Silver Oak Advisory Group
Oregon
$1.77M
AWM
362
Arista Wealth Management
Nevada
$1.77M
TI
363
Truepoint Inc
Ohio
$1.77M
DADC
364
D.A. Davidson & Co
Montana
$1.75M
RTL
365
Red Tortoise LLC
Georgia
$1.72M
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$1.68M
P
367
&Partners
Tennessee
$1.65M
MSWMA
368
Market Street Wealth Management Advisors
Indiana
$1.65M
BFS
369
Beacon Financial Strategies
North Carolina
$1.65M
AWM
370
AE Wealth Management
Kansas
$1.65M
FOA
371
Five Oceans Advisors
California
$1.65M
GCM
372
Gunpowder Capital Management
Maryland
$1.63M
WCP
373
Wick Capital Partners
Pennsylvania
$1.63M
LIWM
374
Long Island Wealth Management
New York
$1.63M
KF
375
K2 Financial
California
$1.62M