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Dimensional US Equity ETF

839 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more first-time investments, than exits

New positions opened: 111 | 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: 761839 (+78)

2.17% more ownership

Funds ownership: 81.98%84.15% (+2.2%)

Holders
839
Holders Change
+78
Holders Change %
+10.25%
% of All Funds
10.21%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
111
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIG
76
Heritage Investment Group
Florida
$37.4M -$73.1K -995 -0.2%
GWMT
77
Guardian Wealth Management (Tennessee)
Tennessee
$35.4M +$35.1M +477,870 New
MML Investors Services
78
MML Investors Services
Massachusetts
$35.3M +$2.67M +36,288 +8%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$35.1M +$1.76M +23,937 +5%
TAM
80
TCP Asset Management
Ohio
$34.7M +$850K +11,567 +3%
FF
81
Foundry Financial
California
$34.6M +$34.3M +466,947 New
RS
82
Retirement Solution
Washington
$34.5M +$1.32M +17,944 +4%
ATI
83
ARK & TLK Investments
Oklahoma
$34.1M -$215K -2,920 -0.6%
KCM
84
KM Capital Management
Texas
$33.8M -$6.75M -91,922 -17%
JTWM
85
Jackson Thornton Wealth Management
Alabama
$33.8M +$1.16M +15,751 +4%
AAA
86
AG Asset Advisory
California
$33.6M +$1.04M +14,093 +3%
SHFA
87
SC&H Financial Advisors
Maryland
$32.5M +$556K +7,562 +2%
DFS
88
Dixon Fnancial Services
California
$32.2M -$42.1K -573 -0.1%
SC
89
SouthState Corp
Florida
$28.9M -$3.23M -43,930 -10%
TFO
90
Timonier Family Office
North Carolina
$28.4M -$1.38M -18,721 -5%
EFA
91
Edge Financial Advisors
Illinois
$28.2M +$19.5M +265,426 +231%
PFG
92
Premier Financial Group
California
$27.9M -$283K -3,849 -1%
Cerity Partners
93
Cerity Partners
New York
$27M -$13.7M -187,057 -34%
IAG
94
Investmark Advisory Group
Connecticut
$26.7M +$113K +1,543 +0.4%
AAP
95
Arax Advisory Partners
Colorado
$26.5M +$26.3M +357,901 New
Morgan Stanley
96
Morgan Stanley
New York
$25.7M -$160K -2,176 -0.6%
AIC
97
Allodium Investment Consultants
Minnesota
$24.9M +$1.6M +21,789 +7%
SWA
98
Sterling Wealth Advisors
Florida
$23.6M +$18.2K +248 +0.1%
OCA
99
Optimus Capital Advisors
Texas
$22.5M +$22.3M +303,573 New
KAM
100
KEB Asset Management
Illinois
$22.4M +$980K +13,336 +5%