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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
JWA
26
JFS Wealth Advisors
Pennsylvania
$103M
SFA
27
Sequoia Financial Advisors
Ohio
$102M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$97.4M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$97.1M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$95.5M
AC
31
Apella Capital
Connecticut
$90.8M
Bank of America
32
Bank of America
North Carolina
$90.7M
FFM
33
Forum Financial Management
Illinois
$88.8M
DPW
34
DiNuzzo Private Wealth
Pennsylvania
$87.3M
MWM
35
Modera Wealth Management
New Jersey
$84.3M
CFO
36
Colony Family Offices
North Carolina
$84.2M
CPIG
37
Chicago Partners Investment Group
Illinois
$81.8M
FG
38
Foster Group
Iowa
$71.5M
EAM
39
Evanson Asset Management
California
$70.5M
AAM
40
Austin Asset Management
Texas
$70.4M
CL
41
Choreo LLC
Illinois
$69.4M
SC
42
Savant Capital
Illinois
$69.3M
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$69.1M
HWMT
44
Heritage Wealth Management (Texas)
Texas
$65.5M
OFP
45
OLIO Financial Planning
Virginia
$63.5M
TWC
46
Tencap Wealth Coaching
Utah
$60.3M
JP Morgan Chase
47
JP Morgan Chase
New York
$59.5M
QWM
48
Quadcap Wealth Management
Texas
$58M
WMN
49
Wealth Management Nebraska
Nebraska
$58M
1WM
50
1900 Wealth Management
Texas
$56.5M