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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
HSG
51
Helen Stephens Group
Texas
$56M
RCI
52
RS Crum Inc
California
$54.2M
EMC
53
Everest Management Corp
California
$52.1M
ADL
54
Asset Dedication LLC
California
$51.9M
FFA
55
Farther Finance Advisors
California
$50.5M
Truist Financial
56
Truist Financial
North Carolina
$49.9M
MAM
57
McLean Asset Management
Virginia
$49M
BPA
58
Beacon Pointe Advisors
California
$47.3M
CWG
59
Crown Wealth Group
North Carolina
$47.2M
AssetMark Inc
60
AssetMark Inc
California
$47.2M
VWM
61
Vermillion Wealth Management
Minnesota
$46M
HWMG
62
Hurlow Wealth Management Group
Indiana
$46M
KAS
63
Kestra Advisory Services
Texas
$45.5M
CWA
64
Crusonia Wealth Advisors
Colorado
$44M
EH
65
Equitable Holdings
New York
$43.5M
FIM
66
Freedom Investment Management
Connecticut
$43.1M
HighTower Advisors
67
HighTower Advisors
Illinois
$43M
TAWM
68
Three Arch Wealth Management
California
$43M
DAS
69
Dynamic Advisor Solutions
Arizona
$41.2M
PHWM
70
Pine Harbor Wealth Management
Maryland
$40.2M
DEM
71
Disciplined Equity Management
Florida
$39.1M
GA
72
Greenspring Advisors
Maryland
$38.7M
MAC
73
Mason & Associates (California)
California
$37.7M
PWP
74
Parkwoods Wealth Partners
New York
$37.6M
GCM
75
Graver Capital Management
Ohio
$37.6M