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Dimensional US Equity ETF

826 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 285 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
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
MCM
751
Morton Capital Management
California
$210K
FPCP
752
Fort Point Capital Partners
California
$209K
WWM
753
Whalen Wealth Management
Nevada
$208K
PAS
754
PKS Advisory Services
New York
$207K
B
755
Bailard
California
$201K
Russell Investments Group
756
Russell Investments Group
United Kingdom
$186K
CIBC Private Wealth Group
757
CIBC Private Wealth Group
Georgia
$178K
KFAS
758
Keating Financial Advisory Services
Kansas
$177K
GWSA
759
Global Wealth Strategies & Associates
Colorado
$174K
TCM
760
Tradewinds Capital Management
Washington
$173K
PTC
761
Private Trust Company
Ohio
$168K
SWA
762
Strategic Wealth Advisors
Arizona
$167K
FFA
763
Frazier Financial Advisors
Ohio
$160K
HNB
764
Hilltop National Bank
Wyoming
$160K
OC
765
Oakworth Capital
Alabama
$154K
IWP
766
IAG Wealth Partners
Wisconsin
$139K
BTI
767
Blue Trust Inc
Georgia
$139K
W
768
WealthCollab
Washington
$138K
MA
769
MCF Advisors
Kentucky
$138K
AA
770
Atmos Advisory
Pennsylvania
$137K
AA
771
Ancora Advisors
Ohio
$136K
AWM
772
Abound Wealth Management
Tennessee
$128K
SFC
773
SYM Financial Corp
Indiana
$121K
BFPW
774
BOK Financial Private Wealth
Colorado
$120K
FAI
775
Fiduciary Advisors Inc
Missouri
$120K