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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
EP
601
Essential Planning
New Hampshire
$435K
R
602
Rebalance
California
$434K
SHJ
603
Sharkey, Howes & Javer
Colorado
$434K
GVAG
604
Great Valley Advisor Group
Delaware
$425K
AWMG
605
Alliance Wealth Management Group
New Jersey
$424K
TCM
606
Towercrest Capital Management
Pennsylvania
$424K
ME
607
McIlrath & Eck
Washington
$424K
CCWM
608
Cassaday & Co Wealth Management
Virginia
$421K
FWCM
609
Ferguson Wellman Capital Management
Oregon
$418K
MW
610
Marrick Wealth
California
$418K
AA
611
Apriem Advisors
California
$416K
LEFP
612
Leading Edge Financial Planning
Tennessee
$415K
BEAM
613
Baker Ellis Asset Management
Washington
$414K
FMWA
614
Forvis Mazars Wealth Advisors
Missouri
$411K
TCWM
615
Total Clarity Wealth Management
Illinois
$410K
WAN
616
Wealth Advisors Northwest
Oregon
$407K
AA
617
Advisory Alpha
Michigan
$406K
DWA
618
Delap Wealth Advisory
Oregon
$404K
BCM
619
Brookstone Capital Management
Illinois
$399K
SCA
620
Strathmore Capital Advisors
North Carolina
$396K
BW
621
BIP Wealth
Georgia
$395K
LFA
622
Legacy Financial Advisors
Kentucky
$393K
CA
623
CoreCap Advisors
Michigan
$393K
VFP
624
Verus Financial Partners
Virginia
$391K
TA
625
TFB Advisors
Kansas
$390K