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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
SWM
451
SpringVest Wealth Management
Texas
$929K
HA
452
Hanover Advisors
South Carolina
$919K
EFG
453
Everhart Financial Group
Ohio
$914K
Franklin Resources
454
Franklin Resources
California
$914K
EW
455
Evoke Wealth
California
$914K
NP
456
NorthRock Partners
Minnesota
$911K
SRWM
457
Shira Ridge Wealth Management
California
$908K
PMG
458
Private Management Group
California
$908K
AF
459
Advisornet Financial
Minnesota
$906K
LWL
460
Leo Wealth LLC
Texas
$905K
CFFP
461
Center for Financial Planning
Michigan
$904K
SIAG
462
Safeguard Investment Advisory Group
California
$901K
MA
463
Montag & Associates
Georgia
$900K
WP
464
Wealthspan Partners
Iowa
$898K
GCM
465
Gambit Capital Management
Tennessee
$896K
FIC
466
Family Investment Center
Missouri
$895K
WETS
467
Wealth Enhancement Trust Services
South Dakota
$894K
JWCA
468
J.W. Cole Advisors
Florida
$888K
MWM
469
McCartney Wealth Management
Missouri
$874K
GWM
470
Geneos Wealth Management
Colorado
$870K
KA
471
Klingman & Associates
New York
$870K
CRC
472
Curi RMB Capital
Illinois
$856K
TFM
473
Trademark Financial Management
Minnesota
$853K
WN
474
Williams & Novak
California
$845K
CB
475
Commerce Bank
Missouri
$844K