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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
RHP
101
Royal Harbor Partners
Texas
$21.9M +$596K +8,113 +3%
CWM
102
CarsonAllaria Wealth Management
Illinois
$21.7M +$158K +2,156 +0.7%
BWA
103
Babb Wealth Advisors
Arizona
$21.7M +$1.62M +21,990 +8%
CA
104
Claris Advisors
Missouri
$21.6M +$4.51M +61,355 +27%
CPA
105
Cardiff Park Advisors
California
$21.4M -$4.04M -54,968 -16%
Osaic Holdings
106
Osaic Holdings
Arizona
$21.3M -$1.75M -23,836 -8%
OIA
107
OneDigital Investment Advisors
Kansas
$21.2M +$4.67M +63,616 +29%
MWM
108
Meritas Wealth Management
California
$21M -$114K -1,545 -0.5%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$20.3M +$2.75M +37,403 +16%
MWM
110
McMill Wealth Management
Nebraska
$20.2M -$149K -2,029 -0.7%
TFA
111
Trinity Financial Advisors
Ohio
$19.8M +$1.59M +21,676 +9%
PFA
112
Pillar Financial Advisors
Kentucky
$19.6M -$287K -3,903 -1%
RWM
113
Ruedi Wealth Management
Illinois
$19.4M -$1.07M -14,499 -5%
SFS
114
Security Financial Services
Indiana
$19.2M -$1.62M -22,007 -8%
BWP
115
Bernardo Wealth Planning
Pennsylvania
$19.2M +$378K +5,145 +2%
WIM
116
Warwick Investment Management
Texas
$18.9M +$19K +258 +0.1%
SWM
117
Spire Wealth Management
Virginia
$18.5M +$236K +3,217 +1%
UBS Group
118
UBS Group
Switzerland
$18.2M +$1.22M +16,594 +7%
SIS
119
Strategic Investment Solutions
Illinois
$18M -$4.49M -61,121 -20%
MFG
120
Mendota Financial Group
Wisconsin
$17.8M +$1.3M +17,627 +8%
ACA
121
American Capital Advisory
Idaho
$17.4M +$1.35M +18,388 +8%
LFGO
122
Legacy Financial Group (Oklahoma)
Oklahoma
$16.8M +$180K +2,451 +1%
LFG
123
Larson Financial Group
Missouri
$16.8M -$221K -3,002 -1%
SWP
124
Stratos Wealth Partners
Ohio
$16.6M -$1.4M -19,112 -8%
CPWM
125
Cypress Point Wealth Management
Texas
$16.3M +$2.06M +28,036 +15%