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Dimensional US Equity ETF

816 hedge funds and large institutions have $17.2B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 283 increasing their positions, 237 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
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
HIG
76
Heritage Investment Group
Florida
$37.4M
GWMT
77
Guardian Wealth Management (Tennessee)
Tennessee
$35.4M
MML Investors Services
78
MML Investors Services
Massachusetts
$35.3M
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$35.1M
TAM
80
TCP Asset Management
Ohio
$34.7M
FF
81
Foundry Financial
California
$34.6M
RS
82
Retirement Solution
Washington
$34.5M
ATI
83
ARK & TLK Investments
Oklahoma
$34.1M
KCM
84
KM Capital Management
Texas
$33.8M
JTWM
85
Jackson Thornton Wealth Management
Alabama
$33.8M
AAA
86
AG Asset Advisory
California
$33.6M
SHFA
87
SC&H Financial Advisors
Maryland
$32.5M
DFS
88
Dixon Fnancial Services
California
$32.2M
SC
89
SouthState Corp
Florida
$28.9M
TFO
90
Timonier Family Office
North Carolina
$28.4M
EFA
91
Edge Financial Advisors
Illinois
$28.2M
PFG
92
Premier Financial Group
California
$27.9M
Cerity Partners
93
Cerity Partners
New York
$27M
IAG
94
Investmark Advisory Group
Connecticut
$26.7M
AAP
95
Arax Advisory Partners
Colorado
$26.5M
Morgan Stanley
96
Morgan Stanley
New York
$25.7M
AIC
97
Allodium Investment Consultants
Minnesota
$24.9M
FF
98
Frankly Finances
Florida
$24.7M
SWA
99
Sterling Wealth Advisors
Florida
$23.6M
KAM
100
KEB Asset Management
Illinois
$22.4M