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Dimensional US Equity ETF

840 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 19

24% more capital invested

Capital invested by funds: $14B → $17.4B (+$3.38B)

20% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 239

17% more funds holding in top 10

Funds holding in top 10: 119139 (+20)

10% more funds holding

Funds holding: 761840 (+79)

2.18% more ownership

Funds ownership: 81.98%84.16% (+2.2%)

Holders
840
Holders Change
+79
Holders Change %
+10.38%
% of All Funds
10.22%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
112
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
701
Glassman Wealth Services
Virginia
$289K
EWP
702
Elevation Wealth Partners
California
$286K -$2.06K -28 -0.7%
CS
703
Capital Square
Tennessee
$286K +$8.01K +109 +3%
HH
704
HWG Holdings
Texas
$283K
AO
705
Advisor OS
Illinois
$283K +$588 +8 +0.2%
MA
706
MJP Associates
Connecticut
$283K +$588 +8 +0.2%
UCM
707
Up Capital Management
California
$282K +$280K +3,808 New
RF
708
Robinswood Financial
Washington
$279K +$73 +1 +0%
AAS
709
Ameritas Advisory Services
Nebraska
$275K +$91K +1,238 +50%
KF
710
Krilogy Financial
Missouri
$271K
STCOSD
711
Sageworth Trust Company of South Dakota
South Dakota
$271K
AG
712
Ascent Group
Virginia
$270K -$12.6K -172 -5%
GD
713
Grandfield & Dodd
New York
$267K
SN
714
Sittner & Nelson
Oregon
$265K
AW
715
Aspirean Wealth
California
$263K +$260K +3,541 New
AI
716
Accredited Investors
Minnesota
$261K
MA
717
Mutual Advisors
Nebraska
$261K +$25K +340 +11%
MSWM
718
McGlone Suttner Wealth Management
Wisconsin
$260K
RFC
719
Regions Financial Corp
Alabama
$258K
CCMG
720
Clark Capital Management Group
Pennsylvania
$258K
C1AG
721
Client 1st Advisory Group
Florida
$258K
AWM
722
Accel Wealth Management
Iowa
$257K +$15K +204 +6%
BWM
723
BlackDiamond Wealth Management
New York
$256K -$32.9K -448 -12%
AGP
724
Autumn Glory Partners
Texas
$256K +$254K +3,454 New
OW
725
Olistico Wealth
Oklahoma
$256K +$1.84K +25 +0.7%