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Dimensional US Equity ETF

755 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 275 increasing their positions, 232 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
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
HR
226
Hardy Reed
Mississippi
$4.64M
CL
227
CLG LLC
California
$4.55M
XPN
228
XY Planning Network
Montana
$4.5M
WA
229
Waverly Advisors
Alabama
$4.49M
BDF
230
Black Diamond Financial
Maryland
$4.44M
EWM
231
Empirical Wealth Management
Washington
$4.36M
DFC
232
DBK Financial Counsel
Ohio
$4.36M
IWC
233
Integrated Wealth Concepts
Massachusetts
$4.32M
CAMG
234
CWA Asset Management Group
Florida
$4.3M
WRPWM
235
Werba Rubin Papier Wealth Management
California
$4.22M
SHGA
236
Sand Hill Global Advisors
California
$4.22M
HIA
237
HTG Investment Advisors
Connecticut
$4.22M
Brown Advisory
238
Brown Advisory
Maryland
$4.21M
MAS
239
MPWM Advisory Solutions
Georgia
$4.14M
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$4.13M
Goldman Sachs
241
Goldman Sachs
New York
$4.07M
CCA
242
Clarity Capital Advisors
Florida
$4.01M
WFA
243
Websterrogers Financial Advisors
South Carolina
$4M
BP
244
Ballentine Partners
Massachusetts
$3.96M
LKBC
245
L.K. Benson & Company
Maryland
$3.95M
BHWM
246
Beaird Harris Wealth Management
Texas
$3.9M
CAM
247
Clark Asset Management
New Hampshire
$3.88M
AWM
248
Apollon Wealth Management
South Carolina
$3.86M
SIMC
249
Squire Investment Management Company
Utah
$3.76M
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$3.69M