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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
CA
251
Clune & Associates
Illinois
$3.58M
LWM
252
Lodestone Wealth Management
Washington
$3.55M
SWM
253
Sterling Wealth Management
Illinois
$3.54M
RDWM
254
Red Door Wealth Management
Tennessee
$3.53M
FC
255
Financial Council
Maryland
$3.51M
KSWA
256
Kathleen S. Wright Associates
Pennsylvania
$3.5M
ALWM
257
Andrews Lucia Wealth Management
California
$3.44M
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$3.43M
BCI
259
Brinker Capital Investments
Pennsylvania
$3.37M
AWA
260
Acorn Wealth Advisors
Michigan
$3.31M
PWPS
261
Pinnacle Wealth Planning Services
Ohio
$3.28M
FWM
262
FFT Wealth Management
Pennsylvania
$3.22M
CIA
263
Caerus Investment Advisors
Texas
$3.19M
RPGK
264
Retirement Planning Group (Kansas)
Kansas
$3.18M
EFP
265
Elser Financial Planning
Indiana
$3.1M
MFT
266
Moisand Fitzgerald Tamayo
Florida
$3M
LI
267
LRI Investments
Florida
$2.96M
SC
268
Shearwater Capital
Colorado
$2.96M
CWA
269
Canvas Wealth Advisors
Kansas
$2.95M
BFG
270
Berger Financial Group
Minnesota
$2.93M
EWA
271
Elevate Wealth Advisory
Georgia
$2.89M
Northern Trust
272
Northern Trust
Illinois
$2.88M
MGIA
273
Moneta Group Investment Advisors
Missouri
$2.83M
LG
274
LAM Group
Oregon
$2.83M
2WWM
275
21 West Wealth Management
California
$2.81M