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Dimensional US Equity ETF

840 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 19

24% more capital invested

Capital invested by funds: $14B → $17.4B (+$3.38B)

20% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 239

17% more funds holding in top 10

Funds holding in top 10: 119139 (+20)

10% more funds holding

Funds holding: 761840 (+79)

2.18% more ownership

Funds ownership: 81.98%84.16% (+2.2%)

Holders
840
Holders Change
+79
Holders Change %
+10.38%
% of All Funds
10.22%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
112
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
376
Five Oceans Advisors
California
$1.65M -$118K -1,602 -7%
GCM
377
Gunpowder Capital Management
Maryland
$1.63M +$1.62M +22,028 New
WCP
378
Wick Capital Partners
Pennsylvania
$1.63M
LIWM
379
Long Island Wealth Management
New York
$1.63M
KF
380
K2 Financial
California
$1.62M -$76.5K -1,041 -5%
RIP
381
RAM Investment Partners
Washington
$1.62M +$788K +10,730 +97%
SFP
382
SwitchPoint Financial Planning
Utah
$1.59M -$51.6K -703 -3%
JSL
383
JT Stratford LLC
Georgia
$1.59M +$35.9K +489 +2%
PCIA
384
Prime Capital Investment Advisors
Kansas
$1.59M
AC
385
Applied Capital
Arkansas
$1.58M -$6.25K -85 -0.4%
SIC
386
Samalin Investment Counsel
New York
$1.55M +$69.1K +940 +5%
MWC
387
MBM Wealth Consultants
Missouri
$1.55M
KeyBank National Association
388
KeyBank National Association
Ohio
$1.52M -$3.67K -50 -0.2%
Renaissance Technologies
389
Renaissance Technologies
New York
$1.51M -$654K -8,900 -30%
HCA
390
Heck Capital Advisors
Wisconsin
$1.48M +$965K +13,130 +194%
IWM
391
IHT Wealth Management
Illinois
$1.47M +$1.47K +20 +0.1%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$1.44M -$210K -2,863 -13%
USCWA
393
U.S. Capital Wealth Advisors
Texas
$1.43M -$103K -1,400 -7%
BP
394
BWM Planning
Texas
$1.43M
NRG
395
Nemes Rush Group
Michigan
$1.41M +$291K +3,965 +26%
AF
396
Apollon Financial
South Carolina
$1.39M +$11.3K +154 +0.8%
PGFC
397
Peapack-Gladstone Financial Corp
New Jersey
$1.39M +$144K +1,961 +12%
CPSAC
398
Chas P. Smith & Associates (CPS)
Florida
$1.39M +$1.38M +18,728 New
PI
399
Parkside Investments
Illinois
$1.37M
VWA
400
Vistica Wealth Advisors
California
$1.36M +$1.35M +18,392 New