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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
MAMG
451
Milestone Asset Management Group
Connecticut
$971K
FPCG
452
Forum Private Client Group
Indiana
$948K
Wells Fargo
453
Wells Fargo
California
$946K
CPW
454
Cogent Private Wealth
Florida
$941K
IA
455
IFG Advisors
Missouri
$937K
SWM
456
SpringVest Wealth Management
Texas
$929K
HA
457
Hanover Advisors
South Carolina
$919K
EFG
458
Everhart Financial Group
Ohio
$914K
Franklin Resources
459
Franklin Resources
California
$914K
EW
460
Evoke Wealth
California
$914K
NP
461
NorthRock Partners
Minnesota
$911K
SRWM
462
Shira Ridge Wealth Management
California
$908K
PMG
463
Private Management Group
California
$908K
AF
464
Advisornet Financial
Minnesota
$906K
LWL
465
Leo Wealth LLC
Texas
$905K
CFFP
466
Center for Financial Planning
Michigan
$904K
SIAG
467
Safeguard Investment Advisory Group
California
$901K
MA
468
Montag & Associates
Georgia
$900K
WP
469
Wealthspan Partners
Iowa
$898K
GCM
470
Gambit Capital Management
Tennessee
$896K
FIC
471
Family Investment Center
Missouri
$895K
WETS
472
Wealth Enhancement Trust Services
South Dakota
$894K
JWCA
473
J.W. Cole Advisors
Florida
$888K
MWM
474
McCartney Wealth Management
Missouri
$874K
GWM
475
Geneos Wealth Management
Colorado
$870K