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Dimensional US Equity ETF

818 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 284 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
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
GCA
626
Gradient Capital Advisors
California
$378K
MSG
627
Main Street Group
Virginia
$378K
CT
628
Caldwell Trust
Florida
$376K
FWM
629
Focused Wealth Management
New York
$373K
DWM
630
Drive Wealth Management
Utah
$372K
IIA
631
Integrity Investment Advisors
Colorado
$371K
FNT
632
First National Trust
Pennsylvania
$371K
FFWA
633
FRG Family Wealth Advisors
Washington
$370K
PAM
634
Pacific Asset Management
Washington
$370K
WRCM
635
Western Reserve Capital Management
Ohio
$368K
DSC
636
Daytona Street Capital
Missouri
$366K
SF
637
SageOak Financial
Oklahoma
$363K
GS
638
GTS Securities
New York
$362K
TWM
639
Tanager Wealth Management
United Kingdom
$362K
SI
640
Stirlingshire Investments
New York
$361K
HCM
641
Hollencrest Capital Management
California
$361K
TGAM
642
TBH Global Asset Management
Tennessee
$361K
PWIA
643
Porter White Investment Advisors
Alabama
$361K
OCM
644
One Capital Management
California
$359K
AWMNY
645
Arcadia Wealth Management (New York)
New York
$358K
CFD
646
Creative Financial Designs
Indiana
$358K
DCA
647
DSG Capital Advisors
Minnesota
$357K
MWM
648
MBE Wealth Management
Wisconsin
$354K
CWM
649
Cooke Wealth Management
California
$353K
VPIM
650
Vanguard Personalized Indexing Management
California
$349K