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Dimensional US Equity ETF

818 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 284 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
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
Citigroup
801
Citigroup
New York
$21.8K
LWMI
802
Legacy Wealth Management (Idaho)
Idaho
$21.1K
TCOV
803
Trust Company of Vermont
Vermont
$16.8K
WAS
804
Winch Advisory Services
Wisconsin
$16.6K
RG
805
RHL Group
Michigan
$16.2K
NWM
806
Navigoe Wealth Management
California
$16K
DCM
807
Davis Capital Management
Florida
$14.3K
CT
808
Colonial Trust
South Carolina
$12.3K
NEWAS
809
N.E.W. Advisory Services
Wisconsin
$10.8K
CBT
810
CoreFirst Bank & Trust
Kansas
$8.97K
RPCA
811
Running Point Capital Advisors
California
$7.68K
Qube Research & Technologies (QRT)
812
Qube Research & Technologies (QRT)
United Kingdom
$6.3K
SAS
813
Spurstone Advisory Services
Connecticut
$5.19K
BL
814
BFSG LLC
California
$4.82K
National Bank of Canada
815
National Bank of Canada
Quebec, Canada
$4.3K
QC
816
Quent Capital
New York
$2.82K
GTAM
817
Global Trust Asset Management
Florida
$1.48K
JFA
818
JNBA Financial Advisors
Minnesota
$300
PWAM
819
Private Wealth Asset Management
Iowa
$148
MSFS
820
Main Street Financial Solutions
Pennsylvania
Goldman Sachs
821
Goldman Sachs
New York
CPRC
822
Consolidated Portfolio Review Corp
New York
Kovitz Investment Group Partners
823
Kovitz Investment Group Partners
Illinois
PPWM
824
PFG Private Wealth Management
Florida
MPPLM
825
Midwest Professional Planners Ltd (MPPL)
Wisconsin