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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
CW
576
CreativeOne Wealth
Kansas
$490K
PWM
577
Penobscot Wealth Management
Maine
$484K
IWS
578
Integrity Wealth Solutions
Colorado
$482K
GKWIM
579
Gerber Kawasaki Wealth & Investment Management
California
$481K
GWM
580
GSB Wealth Management
Connecticut
$471K
HWA
581
HMV Wealth Advisors
Louisiana
$467K
PW
582
Paladin Wealth
Minnesota
$465K
NPAN
583
Northeast Planning Associates NH
New Hampshire
$464K
MCM
584
M1 Capital Management
Michigan
$462K
NG
585
Norden Group
Utah
$452K
BB
586
Busey Bank
Illinois
$451K
SWP
587
Sagespring Wealth Partners
Tennessee
$449K
WTB
588
Washington Trust Bank
Washington
$446K
GRP
589
Global Retirement Partners
California
$444K
PB
590
Prosperity Bancshares
Texas
$440K
OFS
591
Orrstown Financial Services
Pennsylvania
$436K
BMWS
592
Brady Martz Wealth Solutions
North Dakota
$435K
EP
593
Essential Planning
New Hampshire
$435K
R
594
Rebalance
California
$434K
SHJ
595
Sharkey, Howes & Javer
Colorado
$434K
GVAG
596
Great Valley Advisor Group
Delaware
$425K
AWMG
597
Alliance Wealth Management Group
New Jersey
$424K
TCM
598
Towercrest Capital Management
Pennsylvania
$424K
ME
599
McIlrath & Eck
Washington
$424K
CCWM
600
Cassaday & Co Wealth Management
Virginia
$421K