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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
KA
476
Klingman & Associates
New York
$870K
CRC
477
Curi RMB Capital
Illinois
$856K
TFM
478
Trademark Financial Management
Minnesota
$853K
WN
479
Williams & Novak
California
$845K
CB
480
Commerce Bank
Missouri
$844K
WIA
481
World Investment Advisors
California
$844K
BAM
482
Belpointe Asset Management
Nevada
$821K
FCA
483
Fortis Capital Advisors
Kansas
$821K
Baird Financial Group
484
Baird Financial Group
Wisconsin
$818K
SWM
485
Seaside Wealth Management
California
$815K
CAG
486
Csenge Advisory Group
Florida
$800K
DC
487
Davenport & Co
Virginia
$782K
LBC
488
Lowe Brockenbrough & Co
Virginia
$781K
BIG
489
Builder Investment Group
Georgia
$777K
DPI
490
Diversified Portfolios Inc
Michigan
$776K
WTC
491
WhitTier Trust Company
Nevada
$774K
SFP
492
Sterling Financial Planning
New Jersey
$772K
WWC
493
Waypoint Wealth Counsel
Georgia
$771K
PAG
494
Private Advisory Group
Washington
$768K
SAM
495
Synergy Asset Management
Washington
$762K
TCM
496
TruNorth Capital Management
Michigan
$759K
NSG
497
Nalls Sherbakoff Group
Tennessee
$758K
GSEP
498
Golden State Equity Partners
California
$753K
CCM
499
Condor Capital Management
New Jersey
$749K
SWA
500
SFMG Wealth Advisors
Texas
$748K