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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
MPW
426
Magnolia Private Wealth
Pennsylvania
$1.1M
VWM
427
Vigil Wealth Management
Florida
$1.09M
WFA
428
WestHill Financial Advisors
California
$1.09M
NRWA
429
North Ridge Wealth Advisors
Oregon
$1.08M
FF
430
Francis Financial
$1.07M
MHWM
431
Montz Harcus Wealth Management
Louisiana
$1.07M
SAM
432
Summit Asset Management
Tennessee
$1.06M
Ameriprise
433
Ameriprise
Minnesota
$1.06M
IRP
434
Investment Research Partners
Pennsylvania
$1.06M
BFA
435
Beacon Financial Advisory
Ohio
$1.06M
PWMG
436
Prestige Wealth Management Group
New Jersey
$1.05M
PPP
437
Prism Planning Partners
Illinois
$1.04M
FH
438
Financial Harvest
Florida
$1.04M
CB
439
Cadence Bank
Mississippi
$1.03M
LNWTC
440
Laird Norton Wetherby Trust Company
Washington
$1.01M
MWPCG
441
Measured Wealth Private Client Group
New Hampshire
$1M
PWM
442
Perigon Wealth Management
California
$1,000K
MSF
443
Mustard Seed Financial
Arkansas
$992K
CPA
444
Cathy Pareto & Associates
Florida
$992K
Bank of New York Mellon
445
Bank of New York Mellon
New York
$989K
PFA
446
Pure Financial Advisors
California
$983K
PFM
447
Phillips Financial Management
Indiana
$980K
NGA
448
Naples Global Advisors
Florida
$975K
SAM
449
SP Asset Management
California
$973K
PSP
450
Principal Street Partners
Tennessee
$972K