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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
WCM
176
Warburton Capital Management
Oklahoma
$8.61M
HA
177
Herold Advisors
New York
$8.59M
SCM
178
SB Capital Management
California
$8.44M
JWM
179
JDH Wealth Management
California
$8.42M
FWM
180
FMB Wealth Management
California
$8.34M
AFG
181
Altiora Financial Group
Ohio
$8.28M
RSWM
182
Robertson Stephens Wealth Management
California
$8.23M
CWM
183
Capstone Wealth Management
Montana
$8.22M
SIA
184
SeaBridge Investment Advisors
New Jersey
$8.21M
CAM
185
CPA Asset Management
Florida
$8.17M
BAM
186
Bayshore Asset Management
Florida
$8.15M
YWM
187
Yardley Wealth Management
Pennsylvania
$8.1M
KWA
188
Kondo Wealth Advisors
California
$7.95M
LFA
189
Lauterbach Financial Advisors
Texas
$7.9M
XPN
190
XY Planning Network
Montana
$7.87M
GFA
191
Grunden Financial Advisory
Texas
$7.78M
QFA
192
Quantum Financial Advisors
California
$7.78M
TWM
193
Topsail Wealth Management
North Carolina
$7.56M
LI
194
LVZ Inc
Michigan
$7.56M
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$7.51M
SB
196
Semitam Bonam
New York
$7.43M
EFP
197
EnRich Financial Partners
Wisconsin
$7.2M
AFO
198
Aurelius Family Office
New Hampshire
$7.1M
PCA
199
Prosperity Capital Advisors
Ohio
$7.05M
SAI
200
Savvy Advisors Inc
New York
$7.04M