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Dimensional US Equity ETF

835 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 285 increasing their positions, 238 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
RSWA
751
Robinson Smith Wealth Advisors
Maine
$215K
HPA
752
High Probability Advisors
New York
$214K
BFG
753
Bouchey Financial Group
New York
$214K
CSB
754
City State Bank
Iowa
$214K
BWM
755
BNC Wealth Management
Oregon
$213K
BBFA
756
Brindle & Bay Financial Advisors
Texas
$210K
MCM
757
Morton Capital Management
California
$210K
FPCP
758
Fort Point Capital Partners
California
$209K
WWM
759
Whalen Wealth Management
Nevada
$208K
PAS
760
PKS Advisory Services
New York
$207K
B
761
Bailard
California
$201K
Russell Investments Group
762
Russell Investments Group
United Kingdom
$186K
CIBC Private Wealth Group
763
CIBC Private Wealth Group
Georgia
$178K
KFAS
764
Keating Financial Advisory Services
Kansas
$177K
GWSA
765
Global Wealth Strategies & Associates
Colorado
$174K
TCM
766
Tradewinds Capital Management
Washington
$173K
PTC
767
Private Trust Company
Ohio
$168K
SWA
768
Strategic Wealth Advisors
Arizona
$167K
FFA
769
Frazier Financial Advisors
Ohio
$160K
HNB
770
Hilltop National Bank
Wyoming
$160K
OC
771
Oakworth Capital
Alabama
$154K
IWP
772
IAG Wealth Partners
Wisconsin
$139K
BTI
773
Blue Trust Inc
Georgia
$139K
W
774
WealthCollab
Washington
$138K
MA
775
MCF Advisors
Kentucky
$138K