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Dimensional US Equity ETF

733 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 302 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
226
Hardy Reed
Mississippi
$4.29M
CAM
227
Cresset Asset Management
Illinois
$4.2M
WA
228
Waverly Advisors
Alabama
$4.15M
EWM
229
Empirical Wealth Management
Washington
$4.07M
AWM
230
Axxcess Wealth Management
California
$4.04M
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$4.03M
SHGA
232
Sand Hill Global Advisors
California
$3.99M
Fidelity Investments
233
Fidelity Investments
Massachusetts
$3.99M
CAMG
234
CWA Asset Management Group
Florida
$3.97M
Brown Advisory
235
Brown Advisory
Maryland
$3.95M
CL
236
CLG LLC
California
$3.91M
HIA
237
HTG Investment Advisors
Connecticut
$3.91M
LWM
238
LJI Wealth Management
Indiana
$3.87M
IWC
239
Integrated Wealth Concepts
Massachusetts
$3.87M
MAS
240
MPWM Advisory Solutions
Georgia
$3.86M
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$3.83M
WRPWM
242
Werba Rubin Papier Wealth Management
California
$3.83M
WFA
243
Websterrogers Financial Advisors
South Carolina
$3.77M
CCA
244
Clarity Capital Advisors
Florida
$3.71M
BP
245
Ballentine Partners
Massachusetts
$3.66M
LKBC
246
L.K. Benson & Company
Maryland
$3.65M
BHWM
247
Beaird Harris Wealth Management
Texas
$3.63M
AWM
248
Apollon Wealth Management
South Carolina
$3.59M
DFC
249
DBK Financial Counsel
Ohio
$3.58M
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$3.5M