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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
RW
201
Ridgeline Wealth
Arizona
$6.78M
BH
202
Burk Holdings
Oklahoma
$6.75M
TIM
203
Tortoise Investment Management
New York
$6.74M
RA
204
RFG Advisory
Alabama
$6.63M
EWA
205
EverSource Wealth Advisors
Alabama
$6.63M
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$6.62M
SP
207
Symmetry Partners
Connecticut
$6.49M
IWB
208
Innovative Wealth Building
Maryland
$6.48M
GI
209
Gradient Investments
Minnesota
$6.47M
GAM
210
Gemmer Asset Management
California
$6.38M
NA
211
NewEdge Advisors
Louisiana
$6.33M
MWM
212
Mission Wealth Management
California
$6.27M
Fidelity Investments
213
Fidelity Investments
Massachusetts
$6.23M
UCFA
214
United Capital Financial Advisors
Texas
$6.06M
VPF
215
Vantage Point Financial
Illinois
$6.02M
CFO
216
CVA Family Office
Colorado
$5.97M
DWM
217
Dopkins Wealth Management
New York
$5.88M
CA
218
Clearstead Advisors
Ohio
$5.85M
BA
219
Bridgewater Advisors
New York
$5.75M
IA
220
IFG Advisory
Georgia
$5.75M
SFG
221
SNS Financial Group
Minnesota
$5.59M
EWA
222
Exencial Wealth Advisors
Oklahoma
$5.49M
VAM
223
Virtue Asset Management
Illinois
$5.48M
OWA
224
Oak Wealth Advisors
Illinois
$5.43M
LWM
225
LJI Wealth Management
Indiana
$5.41M