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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
RIP
376
RAM Investment Partners
Washington
$1.62M
SFP
377
SwitchPoint Financial Planning
Utah
$1.59M
JSL
378
JT Stratford LLC
Georgia
$1.59M
PCIA
379
Prime Capital Investment Advisors
Kansas
$1.59M
AC
380
Applied Capital
Arkansas
$1.58M
SIC
381
Samalin Investment Counsel
New York
$1.55M
MWC
382
MBM Wealth Consultants
Missouri
$1.55M
KeyBank National Association
383
KeyBank National Association
Ohio
$1.52M
Renaissance Technologies
384
Renaissance Technologies
New York
$1.51M
HCA
385
Heck Capital Advisors
Wisconsin
$1.48M
IWM
386
IHT Wealth Management
Illinois
$1.47M
PFBT
387
Parkside Financial Bank & Trust
Missouri
$1.44M
USCWA
388
U.S. Capital Wealth Advisors
Texas
$1.43M
BP
389
BWM Planning
Texas
$1.43M
NRG
390
Nemes Rush Group
Michigan
$1.41M
AF
391
Apollon Financial
South Carolina
$1.39M
PGFC
392
Peapack-Gladstone Financial Corp
New Jersey
$1.39M
CPSAC
393
Chas P. Smith & Associates (CPS)
Florida
$1.39M
PI
394
Parkside Investments
Illinois
$1.37M
VWA
395
Vistica Wealth Advisors
California
$1.36M
MFWP
396
Mosaic Family Wealth Partners
Missouri
$1.36M
FFG
397
First Financial Group
North Carolina
$1.35M
TWP
398
Triad Wealth Partners
Kansas
$1.35M
VFA
399
Valeo Financial Advisors
Indiana
$1.33M
CFS
400
CRA Financial Services
New Jersey
$1.32M