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Dimensional US Equity ETF

818 hedge funds and large institutions have $17.3B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 284 increasing their positions, 236 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
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
FNBTCON
176
First National Bank & Trust Co of Newtown
Pennsylvania
$8.67M
WCM
177
Warburton Capital Management
Oklahoma
$8.61M
HA
178
Herold Advisors
New York
$8.59M
SCM
179
SB Capital Management
California
$8.44M
JWM
180
JDH Wealth Management
California
$8.42M
FWM
181
FMB Wealth Management
California
$8.34M
AFG
182
Altiora Financial Group
Ohio
$8.28M
RSWM
183
Robertson Stephens Wealth Management
California
$8.23M
CWM
184
Capstone Wealth Management
Montana
$8.22M
SIA
185
SeaBridge Investment Advisors
New Jersey
$8.21M
CAM
186
CPA Asset Management
Florida
$8.17M
BAM
187
Bayshore Asset Management
Florida
$8.15M
YWM
188
Yardley Wealth Management
Pennsylvania
$8.1M
KWA
189
Kondo Wealth Advisors
California
$7.95M
LFA
190
Lauterbach Financial Advisors
Texas
$7.9M
XPN
191
XY Planning Network
Montana
$7.87M
GFA
192
Grunden Financial Advisory
Texas
$7.78M
QFA
193
Quantum Financial Advisors
California
$7.78M
TWM
194
Topsail Wealth Management
North Carolina
$7.56M
LI
195
LVZ Inc
Michigan
$7.56M
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$7.51M
SB
197
Semitam Bonam
New York
$7.43M
EFP
198
EnRich Financial Partners
Wisconsin
$7.2M
AFO
199
Aurelius Family Office
New Hampshire
$7.1M
PCA
200
Prosperity Capital Advisors
Ohio
$7.05M