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Dimensional US Equity ETF

835 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 285 increasing their positions, 238 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
BCM
576
Becker Capital Management
Oregon
$523K
CIA
577
Cladis Investment Advisory
Montana
$520K
NWAG
578
Net Worth Advisory Group
Utah
$520K
ECM
579
Evergreen Capital Management
Washington
$514K
NDWM
580
New Dimensions Wealth Management
Texas
$512K
DFS
581
Demming Financial Services
Ohio
$509K
Empower Advisory Group
582
Empower Advisory Group
Colorado
$502K
KBFS
583
Kohmann Bosshard Financial Services
Ohio
$502K
SVWG
584
Shared Vision Wealth Group
United States
$501K
BPWM
585
Badgley Phelps Wealth Managers
Washington
$497K
BSSFA
586
Baron Silver Stevens Financial Advisors
Florida
$496K
FI
587
Financial Insights
Washington
$492K
SRCM
588
Signature Resources Capital Management
California
$490K
CW
589
CreativeOne Wealth
Kansas
$490K
PWM
590
Penobscot Wealth Management
Maine
$484K
IWS
591
Integrity Wealth Solutions
Colorado
$482K
GKWIM
592
Gerber Kawasaki Wealth & Investment Management
California
$481K
GWM
593
GSB Wealth Management
Connecticut
$471K
HWA
594
HMV Wealth Advisors
Louisiana
$467K
PW
595
Paladin Wealth
Minnesota
$465K
NPAN
596
Northeast Planning Associates NH
New Hampshire
$464K
MCM
597
M1 Capital Management
Michigan
$462K
NG
598
Norden Group
Utah
$452K
BB
599
Busey Bank
Illinois
$451K
SWP
600
Sagespring Wealth Partners
Tennessee
$449K