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Dimensional US Equity ETF

818 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 284 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
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
GWA
501
Geometric Wealth Advisors
District of Columbia
$733K
AWM
502
Avondale Wealth Management
Texas
$727K
MWA
503
Midland Wealth Advisors
Illinois
$717K
EFS
504
Essex Financial Services
Connecticut
$715K
CIA
505
Compass Ion Advisors
Pennsylvania
$712K
RWRC
506
R.W. Roge & Company
New York
$712K
FAT
507
First American Trust
California
$710K
CSI
508
Cross Staff Investments
New York
$710K
BF
509
Brogan Financial
Tennessee
$708K
SVWAG
510
Sound View Wealth Advisors Group
Georgia
$707K
SIM
511
Stratos Investment Management
Ohio
$702K
CTC
512
Central Trust Company
Missouri
$687K
SA
513
Sincerus Advisory
New York
$678K
HNB
514
Huntington National Bank
Ohio
$677K
IFS
515
Intelligent Financial Strategies
Minnesota
$676K
IF
516
Ironwood Financial
Arizona
$674K
VWA
517
Visionary Wealth Advisors
Illinois
$673K
BlackRock
518
BlackRock
New York
$667K
LGWM
519
Litman Gregory Wealth Management
California
$666K
QCM
520
QRG Capital Management
Illinois
$664K
CIA
521
Cape Investment Advisory
Georgia
$660K
MMA
522
Miracle Mile Advisors
California
$655K
Janney Montgomery Scott
523
Janney Montgomery Scott
Pennsylvania
$649K
BAWC
524
Boyce & Associates Wealth Consulting
Texas
$647K
MF
525
Montis Financial
Massachusetts
$640K