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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
PFA
401
Professional Financial Advisors
Nebraska
$1.32M
PNC Financial Services Group
402
PNC Financial Services Group
Pennsylvania
$1.31M
CCWA
403
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M
WB
404
WesBanco Bank
West Virginia
$1.28M
Thrivent Financial for Lutherans
405
Thrivent Financial for Lutherans
Minnesota
$1.26M
ACP
406
Aviance Capital Partners
Florida
$1.26M
TA
407
Tactive Advisors
Florida
$1.25M
TYCC
408
Texas Yale Capital Corp
Florida
$1.23M
M&T Bank
409
M&T Bank
New York
$1.22M
KA
410
Kovack Advisors
Florida
$1.22M
SPIA
411
Steward Partners Investment Advisory
New York
$1.21M
VWA
412
Valued Wealth Advisors
Utah
$1.21M
NAM
413
NorthCrest Asset Manangement
Minnesota
$1.2M
CWD
414
Clarity Wealth Development
Oregon
$1.18M
HAP
415
Harbor Asset Planning
Massachusetts
$1.18M
APP
416
Avantax Planning Partners
Iowa
$1.17M
RWM
417
Ritholtz Wealth Management
New York
$1.17M
OFA
418
Onyx Financial Advisors
Idaho
$1.17M
LCAM
419
London & Capital Asset Management
United Kingdom
$1.17M
WWM
420
Western Wealth Management
Colorado
$1.16M
SW
421
Simplicity Wealth
New Jersey
$1.15M
EIA
422
Eldridge Investment Advisors
New Hampshire
$1.15M
FPI
423
Financial Plan Inc
Washington
$1.14M
MG
424
Mather Group
Illinois
$1.13M
2L
425
25 LLC
Missouri
$1.12M