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Dimensional US Equity ETF

835 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 285 increasing their positions, 238 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
CWM
101
CarsonAllaria Wealth Management
Illinois
$21.7M
BWA
102
Babb Wealth Advisors
Arizona
$21.7M
CA
103
Claris Advisors
Missouri
$21.6M
CPA
104
Cardiff Park Advisors
California
$21.4M
Osaic Holdings
105
Osaic Holdings
Arizona
$21.3M
OIA
106
OneDigital Investment Advisors
Kansas
$21.2M
MWM
107
Meritas Wealth Management
California
$21M
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$20.3M
MWM
109
McMill Wealth Management
Nebraska
$20.2M
TFA
110
Trinity Financial Advisors
Ohio
$19.8M
PFA
111
Pillar Financial Advisors
Kentucky
$19.6M
RWM
112
Ruedi Wealth Management
Illinois
$19.4M
SFS
113
Security Financial Services
Indiana
$19.2M
BWP
114
Bernardo Wealth Planning
Pennsylvania
$19.2M
WIM
115
Warwick Investment Management
Texas
$18.9M
SWM
116
Spire Wealth Management
Virginia
$18.5M
UBS Group
117
UBS Group
Switzerland
$18.2M
SIS
118
Strategic Investment Solutions
Illinois
$18M
MFG
119
Mendota Financial Group
Wisconsin
$17.8M
ACA
120
American Capital Advisory
Idaho
$17.4M
LFGO
121
Legacy Financial Group (Oklahoma)
Oklahoma
$16.8M
LFG
122
Larson Financial Group
Missouri
$16.8M
SWP
123
Stratos Wealth Partners
Ohio
$16.6M
CPWM
124
Cypress Point Wealth Management
Texas
$16.3M
BJB
125
Broadhurst Jeffrey B
$16.2M