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Dimensional US Equity ETF

747 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 272 increasing their positions, 229 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$401M
2 +$106M
3 +$97.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$80.8M
5
Mariner
Mariner
Kansas
+$27.2M

Top Sellers

1 -$680M
2 -$190M
3 -$72.7M
4
SC
SouthState Corp
Florida
-$34.4M
5
MPW
MASECO Private Wealth
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
226
XY Planning Network
Montana
$4.5M
WA
227
Waverly Advisors
Alabama
$4.49M
BDF
228
Black Diamond Financial
Maryland
$4.44M
EWM
229
Empirical Wealth Management
Washington
$4.36M
DFC
230
DBK Financial Counsel
Ohio
$4.36M
IWC
231
Integrated Wealth Concepts
Massachusetts
$4.32M
CAMG
232
CWA Asset Management Group
Florida
$4.3M
WRPWM
233
Werba Rubin Papier Wealth Management
California
$4.22M
SHGA
234
Sand Hill Global Advisors
California
$4.22M
HIA
235
HTG Investment Advisors
Connecticut
$4.22M
Brown Advisory
236
Brown Advisory
Maryland
$4.21M
MAS
237
MPWM Advisory Solutions
Georgia
$4.14M
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$4.13M
Goldman Sachs
239
Goldman Sachs
New York
$4.07M
CAM
240
Cresset Asset Management
Illinois
$4.07M
CCA
241
Clarity Capital Advisors
Florida
$4.01M
WFA
242
Websterrogers Financial Advisors
South Carolina
$4M
BP
243
Ballentine Partners
Massachusetts
$3.96M
LKBC
244
L.K. Benson & Company
Maryland
$3.95M
BHWM
245
Beaird Harris Wealth Management
Texas
$3.9M
CAM
246
Clark Asset Management
New Hampshire
$3.88M
AWM
247
Apollon Wealth Management
South Carolina
$3.86M
SIMC
248
Squire Investment Management Company
Utah
$3.76M
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$3.69M
SAM
250
Smartleaf Asset Management
Massachusetts
$3.63M