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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
CCM
501
Coldstream Capital Management
Washington
$744K
TWC
502
TD Waterhouse Canada
Ontario, Canada
$738K
TCM
503
Towneley Capital Management
California
$738K
LIM
504
Leavell Investment Management
Alabama
$737K
GWA
505
Geometric Wealth Advisors
District of Columbia
$733K
AWM
506
Avondale Wealth Management
Texas
$727K
MWA
507
Midland Wealth Advisors
Illinois
$717K
EFS
508
Essex Financial Services
Connecticut
$715K
CIA
509
Compass Ion Advisors
Pennsylvania
$712K
RWRC
510
R.W. Roge & Company
New York
$712K
FAT
511
First American Trust
California
$710K
CSI
512
Cross Staff Investments
New York
$710K
BF
513
Brogan Financial
Tennessee
$708K
SVWAG
514
Sound View Wealth Advisors Group
Georgia
$707K
SIM
515
Stratos Investment Management
Ohio
$702K
CTC
516
Central Trust Company
Missouri
$687K
SA
517
Sincerus Advisory
New York
$678K
HNB
518
Huntington National Bank
Ohio
$677K
IFS
519
Intelligent Financial Strategies
Minnesota
$676K
IF
520
Ironwood Financial
Arizona
$674K
VWA
521
Visionary Wealth Advisors
Illinois
$673K
BlackRock
522
BlackRock
New York
$667K
LGWM
523
Litman Gregory Wealth Management
California
$666K
QCM
524
QRG Capital Management
Illinois
$664K
CIA
525
Cape Investment Advisory
Georgia
$660K