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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
PFA
451
Pure Financial Advisors
California
$983K +$22.7K +309 +2%
PFM
452
Phillips Financial Management
Indiana
$980K -$27.2K -370 -3%
NGA
453
Naples Global Advisors
Florida
$975K
SAM
454
SP Asset Management
California
$973K +$2.06K +28 +0.2%
PSP
455
Principal Street Partners
Tennessee
$972K +$2.06K +28 +0.2%
MAMG
456
Milestone Asset Management Group
Connecticut
$971K +$15.1K +206 +2%
FPCG
457
Forum Private Client Group
Indiana
$948K -$14K -191 -1%
Wells Fargo
458
Wells Fargo
California
$946K +$44.7K +609 +5%
CPW
459
Cogent Private Wealth
Florida
$941K +$932K +12,681 New
IA
460
IFG Advisors
Missouri
$937K -$22K -300 -2%
SWM
461
SpringVest Wealth Management
Texas
$929K +$318K +4,323 +53%
HA
462
Hanover Advisors
South Carolina
$919K
EFG
463
Everhart Financial Group
Ohio
$914K -$4.48K -61 -0.5%
Franklin Resources
464
Franklin Resources
California
$914K +$1.98K +27 +0.2%
EW
465
Evoke Wealth
California
$914K
NP
466
NorthRock Partners
Minnesota
$911K +$89.2K +1,214 +11%
SRWM
467
Shira Ridge Wealth Management
California
$908K -$12.7K -173 -1%
PMG
468
Private Management Group
California
$908K -$93.7K -1,275 -9%
AF
469
Advisornet Financial
Minnesota
$906K +$1.1K +15 +0.1%
LWL
470
Leo Wealth LLC
Texas
$905K -$9.62K -131 -1%
CFFP
471
Center for Financial Planning
Michigan
$904K
SIAG
472
Safeguard Investment Advisory Group
California
$901K -$75.5K -1,028 -8%
MA
473
Montag & Associates
Georgia
$900K
WP
474
Wealthspan Partners
Iowa
$898K
GCM
475
Gambit Capital Management
Tennessee
$896K +$888K +12,082 New