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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
SIC
376
Samalin Investment Counsel
New York
$1.55M
MWC
377
MBM Wealth Consultants
Missouri
$1.55M
KeyBank National Association
378
KeyBank National Association
Ohio
$1.52M
Renaissance Technologies
379
Renaissance Technologies
New York
$1.51M
HCA
380
Heck Capital Advisors
Wisconsin
$1.48M
IWM
381
IHT Wealth Management
Illinois
$1.47M
PFBT
382
Parkside Financial Bank & Trust
Missouri
$1.44M
USCWA
383
U.S. Capital Wealth Advisors
Texas
$1.43M
BP
384
BWM Planning
Texas
$1.43M
NRG
385
Nemes Rush Group
Michigan
$1.41M
AF
386
Apollon Financial
South Carolina
$1.39M
PGFC
387
Peapack-Gladstone Financial Corp
New Jersey
$1.39M
CPSAC
388
Chas P. Smith & Associates (CPS)
Florida
$1.39M
PI
389
Parkside Investments
Illinois
$1.37M
VWA
390
Vistica Wealth Advisors
California
$1.36M
MFWP
391
Mosaic Family Wealth Partners
Missouri
$1.36M
FFG
392
First Financial Group
North Carolina
$1.35M
TWP
393
Triad Wealth Partners
Kansas
$1.35M
VFA
394
Valeo Financial Advisors
Indiana
$1.33M
CFS
395
CRA Financial Services
New Jersey
$1.32M
PFA
396
Professional Financial Advisors
Nebraska
$1.32M
PNC Financial Services Group
397
PNC Financial Services Group
Pennsylvania
$1.31M
CCWA
398
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M
WB
399
WesBanco Bank
West Virginia
$1.28M
Thrivent Financial for Lutherans
400
Thrivent Financial for Lutherans
Minnesota
$1.26M