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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
ACP
401
Aviance Capital Partners
Florida
$1.26M
TA
402
Tactive Advisors
Florida
$1.25M
TYCC
403
Texas Yale Capital Corp
Florida
$1.23M
M&T Bank
404
M&T Bank
New York
$1.22M
KA
405
Kovack Advisors
Florida
$1.22M
SPIA
406
Steward Partners Investment Advisory
New York
$1.21M
VWA
407
Valued Wealth Advisors
Utah
$1.21M
NAM
408
NorthCrest Asset Manangement
Minnesota
$1.2M
CWD
409
Clarity Wealth Development
Oregon
$1.18M
HAP
410
Harbor Asset Planning
Massachusetts
$1.18M
APP
411
Avantax Planning Partners
Iowa
$1.17M
RWM
412
Ritholtz Wealth Management
New York
$1.17M
OFA
413
Onyx Financial Advisors
Idaho
$1.17M
LCAM
414
London & Capital Asset Management
United Kingdom
$1.17M
WWM
415
Western Wealth Management
Colorado
$1.16M
SW
416
Simplicity Wealth
New Jersey
$1.15M
EIA
417
Eldridge Investment Advisors
New Hampshire
$1.15M
FPI
418
Financial Plan Inc
Washington
$1.14M
MG
419
Mather Group
Illinois
$1.13M
2L
420
25 LLC
Missouri
$1.12M
MPW
421
Magnolia Private Wealth
Pennsylvania
$1.1M
VWM
422
Vigil Wealth Management
Florida
$1.09M
WFA
423
WestHill Financial Advisors
California
$1.09M
NRWA
424
North Ridge Wealth Advisors
Oregon
$1.08M
FF
425
Francis Financial
$1.07M