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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
WTB
601
Washington Trust Bank
Washington
$446K
GRP
602
Global Retirement Partners
California
$444K
PB
603
Prosperity Bancshares
Texas
$440K
OFS
604
Orrstown Financial Services
Pennsylvania
$436K
BMWS
605
Brady Martz Wealth Solutions
North Dakota
$435K
EP
606
Essential Planning
New Hampshire
$435K
R
607
Rebalance
California
$434K
SHJ
608
Sharkey, Howes & Javer
Colorado
$434K
GVAG
609
Great Valley Advisor Group
Delaware
$425K
AWMG
610
Alliance Wealth Management Group
New Jersey
$424K
TCM
611
Towercrest Capital Management
Pennsylvania
$424K
ME
612
McIlrath & Eck
Washington
$424K
CCWM
613
Cassaday & Co Wealth Management
Virginia
$421K
FWCM
614
Ferguson Wellman Capital Management
Oregon
$418K
MW
615
Marrick Wealth
California
$418K
AA
616
Apriem Advisors
California
$416K
LEFP
617
Leading Edge Financial Planning
Tennessee
$415K
BEAM
618
Baker Ellis Asset Management
Washington
$414K
FMWA
619
Forvis Mazars Wealth Advisors
Missouri
$411K
TCWM
620
Total Clarity Wealth Management
Illinois
$410K
WAN
621
Wealth Advisors Northwest
Oregon
$407K
AA
622
Advisory Alpha
Michigan
$406K
DWA
623
Delap Wealth Advisory
Oregon
$404K
BCM
624
Brookstone Capital Management
Illinois
$399K
SCA
625
Strathmore Capital Advisors
North Carolina
$396K