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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
MFWP
401
Mosaic Family Wealth Partners
Missouri
$1.36M
FFG
402
First Financial Group
North Carolina
$1.35M -$2.94K -40 -0.2%
TWP
403
Triad Wealth Partners
Kansas
$1.35M +$9.33K +127 +0.7%
VFA
404
Valeo Financial Advisors
Indiana
$1.33M +$15.9K +217 +1%
CFS
405
CRA Financial Services
New Jersey
$1.32M +$89.4K +1,217 +7%
PFA
406
Professional Financial Advisors
Nebraska
$1.32M +$2.79K +38 +0.2%
PNC Financial Services Group
407
PNC Financial Services Group
Pennsylvania
$1.31M
CCWA
408
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M +$2.65K +36 +0.2%
WB
409
WesBanco Bank
West Virginia
$1.28M
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$1.26M
ACP
411
Aviance Capital Partners
Florida
$1.26M
TA
412
Tactive Advisors
Florida
$1.25M
TYCC
413
Texas Yale Capital Corp
Florida
$1.23M
M&T Bank
414
M&T Bank
New York
$1.22M
KA
415
Kovack Advisors
Florida
$1.22M +$1.2M +16,390 New
SPIA
416
Steward Partners Investment Advisory
New York
$1.21M -$8.52K -116 -0.7%
VWA
417
Valued Wealth Advisors
Utah
$1.21M -$26.2K -357 -2%
NAM
418
NorthCrest Asset Manangement
Minnesota
$1.2M
CWD
419
Clarity Wealth Development
Oregon
$1.18M
HAP
420
Harbor Asset Planning
Massachusetts
$1.18M -$5.95K -81 -0.5%
APP
421
Avantax Planning Partners
Iowa
$1.17M
RWM
422
Ritholtz Wealth Management
New York
$1.17M +$399K +5,426 +52%
OFA
423
Onyx Financial Advisors
Idaho
$1.17M -$163K -2,214 -12%
LCAM
424
London & Capital Asset Management
United Kingdom
$1.17M
WWM
425
Western Wealth Management
Colorado
$1.16M -$9.33K -127 -0.8%