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Dimensional US Equity ETF

840 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more first-time investments, than exits

New positions opened: 112 | 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: 761840 (+79)

2.18% more ownership

Funds ownership: 81.98%84.16% (+2.2%)

Holders
840
Holders Change
+79
Holders Change %
+10.38%
% of All Funds
10.22%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
112
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
176
VSM Wealth Advisory
Maryland
$8.84M +$35.2K +479 +0.4%
FNBTCON
177
First National Bank & Trust Co of Newtown
Pennsylvania
$8.67M +$627K +8,535 +8%
WCM
178
Warburton Capital Management
Oklahoma
$8.61M +$1.82M +24,740 +27%
HA
179
Herold Advisors
New York
$8.59M +$1.03M +14,036 +14%
SCM
180
SB Capital Management
California
$8.44M +$8.36M +113,731 New
JWM
181
JDH Wealth Management
California
$8.42M +$7.64K +104 +0.1%
FWM
182
FMB Wealth Management
California
$8.34M +$17.8K +242 +0.2%
AFG
183
Altiora Financial Group
Ohio
$8.28M
RSWM
184
Robertson Stephens Wealth Management
California
$8.23M -$920K -12,528 -10%
CWM
185
Capstone Wealth Management
Montana
$8.22M +$8.14M +110,788 New
SIA
186
SeaBridge Investment Advisors
New Jersey
$8.21M -$9.04K -123 -0.1%
CAM
187
CPA Asset Management
Florida
$8.17M -$592K -8,063 -7%
BAM
188
Bayshore Asset Management
Florida
$8.15M +$99.3K +1,351 +1%
YWM
189
Yardley Wealth Management
Pennsylvania
$8.1M -$69.2K -942 -0.9%
KWA
190
Kondo Wealth Advisors
California
$7.95M -$107K -1,451 -1%
LFA
191
Lauterbach Financial Advisors
Texas
$7.9M +$379K +5,161 +5%
XPN
192
XY Planning Network
Montana
$7.87M +$2.86M +38,990 +58%
GFA
193
Grunden Financial Advisory
Texas
$7.78M +$1.8M +24,531 +31%
QFA
194
Quantum Financial Advisors
California
$7.78M -$4.85K -66 -0.1%
TWM
195
Topsail Wealth Management
North Carolina
$7.56M +$201K +2,740 +3%
LI
196
LVZ Inc
Michigan
$7.56M +$952K +12,964 +15%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$7.51M +$57.6K +784 +0.8%
SB
198
Semitam Bonam
New York
$7.43M -$66.3K -902 -0.9%
EFP
199
EnRich Financial Partners
Wisconsin
$7.2M -$27K -367 -0.4%
AFO
200
Aurelius Family Office
New Hampshire
$7.1M -$33.2K -452 -0.5%