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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
MHWM
426
Montz Harcus Wealth Management
Louisiana
$1.07M
SAM
427
Summit Asset Management
Tennessee
$1.06M
Ameriprise
428
Ameriprise
Minnesota
$1.06M
IRP
429
Investment Research Partners
Pennsylvania
$1.06M
BFA
430
Beacon Financial Advisory
Ohio
$1.06M
PWMG
431
Prestige Wealth Management Group
New Jersey
$1.05M
PPP
432
Prism Planning Partners
Illinois
$1.04M
FH
433
Financial Harvest
Florida
$1.04M
CB
434
Cadence Bank
Mississippi
$1.03M
LNWTC
435
Laird Norton Wetherby Trust Company
Washington
$1.01M
MWPCG
436
Measured Wealth Private Client Group
New Hampshire
$1M
PWM
437
Perigon Wealth Management
California
$1,000K
MSF
438
Mustard Seed Financial
Arkansas
$992K
CPA
439
Cathy Pareto & Associates
Florida
$992K
Bank of New York Mellon
440
Bank of New York Mellon
New York
$989K
PFA
441
Pure Financial Advisors
California
$983K
PFM
442
Phillips Financial Management
Indiana
$980K
NGA
443
Naples Global Advisors
Florida
$975K
SAM
444
SP Asset Management
California
$973K
PSP
445
Principal Street Partners
Tennessee
$972K
MAMG
446
Milestone Asset Management Group
Connecticut
$971K
FPCG
447
Forum Private Client Group
Indiana
$948K
Wells Fargo
448
Wells Fargo
California
$946K
CPW
449
Cogent Private Wealth
Florida
$941K
IA
450
IFG Advisors
Missouri
$937K