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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
WIA
476
World Investment Advisors
California
$826K
BAM
477
Belpointe Asset Management
Nevada
$821K
FCA
478
Fortis Capital Advisors
Kansas
$821K
Baird Financial Group
479
Baird Financial Group
Wisconsin
$818K
SWM
480
Seaside Wealth Management
California
$815K
CAG
481
Csenge Advisory Group
Florida
$800K
DC
482
Davenport & Co
Virginia
$782K
LBC
483
Lowe Brockenbrough & Co
Virginia
$781K
BIG
484
Builder Investment Group
Georgia
$777K
DPI
485
Diversified Portfolios Inc
Michigan
$776K
WTC
486
WhitTier Trust Company
Nevada
$774K
SFP
487
Sterling Financial Planning
New Jersey
$772K
WWC
488
Waypoint Wealth Counsel
Georgia
$771K
PAG
489
Private Advisory Group
Washington
$768K
SAM
490
Synergy Asset Management
Washington
$762K
TCM
491
TruNorth Capital Management
Michigan
$759K
GSEP
492
Golden State Equity Partners
California
$753K
CCM
493
Condor Capital Management
New Jersey
$749K
SWA
494
SFMG Wealth Advisors
Texas
$748K
CCM
495
Coldstream Capital Management
Washington
$744K
TWC
496
TD Waterhouse Canada
Ontario, Canada
$738K
TCM
497
Towneley Capital Management
California
$738K
LIM
498
Leavell Investment Management
Alabama
$737K
GWA
499
Geometric Wealth Advisors
District of Columbia
$733K
AWM
500
Avondale Wealth Management
Texas
$727K