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Dimensional US Equity ETF

840 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more first-time investments, than exits

New positions opened: 112 | 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: 761840 (+79)

2.18% more ownership

Funds ownership: 81.98%84.16% (+2.2%)

Holders
840
Holders Change
+79
Holders Change %
+10.38%
% of All Funds
10.22%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
112
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GG
801
Gleason Group
Kentucky
$61.4K +$147 +2 +0.2%
CPG
802
Cornerstone Planning Group
New Jersey
$61.2K +$40.8K +555 +220%
Bessemer Group
803
Bessemer Group
New Jersey
$60K
FUBT
804
First United Bank & Trust
Maryland
$57.5K
CIAS
805
Capital Investment Advisory Services
North Carolina
$49.8K -$5.95K -81 -11%
FC
806
Fairscale Capital
New Hampshire
$48.3K +$10.4K +142 +28%
HWA
807
HHM Wealth Advisors
Tennessee
$43.1K
T
808
Transce3nd
Texas
$40.4K
BC
809
Barrett & Company
Rhode Island
$39.8K
SS
810
Sunbelt Securities
Texas
$39.8K
Comerica Bank
811
Comerica Bank
Texas
$38K
SIS
812
Sound Income Strategies
Florida
$37.9K +$36.9K +502 New
FDCDDQ
813
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.7K
AF
814
Abound Financial
California
$34K +$33.6K +458 New
DF
815
Dunhill Financial
United Kingdom
$33.2K +$32.9K +448 New
NL
816
NorthAvenue LLC
Ohio
$30.3K +$30K +409 New
VWWMG
817
Vermillion & White Wealth Management Group
Pennsylvania
$26.6K
WW
818
Winnow Wealth
Texas
$25.8K +$25.3K +344 New
EWM
819
Evolution Wealth Management
Florida
$24.9K +$24.7K +336 New
IIM
820
IFC & Insurance Marketing
California
$24K +$23.4K +319 New
TC
821
Truvestments Capital
Florida
$23.5K +$73 +1 +0.3%
Citigroup
822
Citigroup
New York
$21.8K -$356K -4,849 -94%
LWMI
823
Legacy Wealth Management (Idaho)
Idaho
$21.1K +$20.9K +285 New
TCOV
824
Trust Company of Vermont
Vermont
$16.8K
WAS
825
Winch Advisory Services
Wisconsin
$16.6K +$73 +1 +0.4%