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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
CT
626
Caldwell Trust
Florida
$376K
FWM
627
Focused Wealth Management
New York
$373K
DWM
628
Drive Wealth Management
Utah
$372K
IIA
629
Integrity Investment Advisors
Colorado
$371K
FNT
630
First National Trust
Pennsylvania
$371K
FFWA
631
FRG Family Wealth Advisors
Washington
$370K
PAM
632
Pacific Asset Management
Washington
$370K
WRCM
633
Western Reserve Capital Management
Ohio
$368K
DSC
634
Daytona Street Capital
Missouri
$366K
SF
635
SageOak Financial
Oklahoma
$363K
GS
636
GTS Securities
New York
$362K
TWM
637
Tanager Wealth Management
United Kingdom
$362K
SI
638
Stirlingshire Investments
New York
$361K
HCM
639
Hollencrest Capital Management
California
$361K
TGAM
640
TBH Global Asset Management
Tennessee
$361K
PWIA
641
Porter White Investment Advisors
Alabama
$361K
OCM
642
One Capital Management
California
$359K
AWMNY
643
Arcadia Wealth Management (New York)
New York
$358K
CFD
644
Creative Financial Designs
Indiana
$358K
DCA
645
DSG Capital Advisors
Minnesota
$357K
MWM
646
MBE Wealth Management
Wisconsin
$354K
CWM
647
Cooke Wealth Management
California
$353K
VPIM
648
Vanguard Personalized Indexing Management
California
$349K
CTWM
649
Cherry Tree Wealth Management
Minnesota
$348K
TNA
650
True North Advisors
Texas
$346K