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Dimensional US Equity ETF

839 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more first-time investments, than exits

New positions opened: 111 | 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: 761839 (+78)

2.17% more ownership

Funds ownership: 81.98%84.15% (+2.2%)

Holders
839
Holders Change
+78
Holders Change %
+10.25%
% of All Funds
10.21%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
111
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSG
51
Helen Stephens Group
Texas
$56M +$1.96M +26,675 +4%
RCI
52
RS Crum Inc
California
$54.2M +$513K +6,977 +1%
EMC
53
Everest Management Corp
California
$52.1M -$3.96M -53,968 -7%
ADL
54
Asset Dedication LLC
California
$51.9M +$129K +1,761 +0.3%
FFA
55
Farther Finance Advisors
California
$50.5M +$10M +136,181 +25%
Truist Financial
56
Truist Financial
North Carolina
$49.9M -$2.64M -35,937 -5%
MAM
57
McLean Asset Management
Virginia
$49M -$660K -8,978 -1%
BPA
58
Beacon Pointe Advisors
California
$47.3M +$11.3M +153,294 +32%
CWG
59
Crown Wealth Group
North Carolina
$47.2M +$834K +11,346 +2%
AssetMark Inc
60
AssetMark Inc
California
$47.2M -$133K -1,806 -0.3%
VWM
61
Vermillion Wealth Management
Minnesota
$46M -$2.14M -29,130 -4%
HWMG
62
Hurlow Wealth Management Group
Indiana
$46M +$2.2M +29,911 +5%
KAS
63
Kestra Advisory Services
Texas
$45.5M +$1.17M +15,865 +3%
CWA
64
Crusonia Wealth Advisors
Colorado
$44M +$43.6M +593,683 New
EH
65
Equitable Holdings
New York
$43.5M +$945K +12,862 +2%
FIM
66
Freedom Investment Management
Connecticut
$43.1M -$3.21M -43,688 -7%
HighTower Advisors
67
HighTower Advisors
Illinois
$43M +$3.48M +47,343 +9%
TAWM
68
Three Arch Wealth Management
California
$43M +$42.6M +579,412 New
DAS
69
Dynamic Advisor Solutions
Arizona
$41.2M -$5.86M -79,829 -13%
PHWM
70
Pine Harbor Wealth Management
Maryland
$40.2M +$1.44M +19,552 +4%
DEM
71
Disciplined Equity Management
Florida
$39.1M +$1.02M +13,902 +3%
GA
72
Greenspring Advisors
Maryland
$38.7M +$37.2M +507,016 +3,505%
MAC
73
Mason & Associates (California)
California
$37.7M -$646K -8,792 -2%
PWP
74
Parkwoods Wealth Partners
New York
$37.6M +$825K +11,225 +2%
GCM
75
Graver Capital Management
Ohio
$37.6M +$1.4M +19,063 +4%