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Dimensional US Equity ETF

760 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, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 739760 (+21)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
760
Holders Change
+21
Holders Change %
+2.84%
% of All Funds
9.98%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
50
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Cresset Asset Management
Illinois
$3.63M -$87.2K -1,251 -2%
SAM
252
Smartleaf Asset Management
Massachusetts
$3.63M +$1.02M +14,622 +41%
CA
253
Clune & Associates
Illinois
$3.58M +$572K +8,207 +20%
LWM
254
Lodestone Wealth Management
Washington
$3.55M +$108K +1,548 +3%
SWM
255
Sterling Wealth Management
Illinois
$3.54M +$1.18K +17 +0%
RDWM
256
Red Door Wealth Management
Tennessee
$3.53M +$72K +1,034 +2%
FC
257
Financial Council
Maryland
$3.51M
KSWA
258
Kathleen S. Wright Associates
Pennsylvania
$3.5M -$81.7K -1,172 -2%
ALWM
259
Andrews Lucia Wealth Management
California
$3.44M +$5.16K +74 +0.2%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$3.43M -$888K -12,748 -21%
BCI
261
Brinker Capital Investments
Pennsylvania
$3.37M +$1.88K +27 +0.1%
AWA
262
Acorn Wealth Advisors
Michigan
$3.31M -$151K -2,168 -5%
PWPS
263
Pinnacle Wealth Planning Services
Ohio
$3.28M +$20.3K +292 +0.7%
FWM
264
FFT Wealth Management
Pennsylvania
$3.22M
CIA
265
Caerus Investment Advisors
Texas
$3.19M
RPGK
266
Retirement Planning Group (Kansas)
Kansas
$3.18M +$32.3K +463 +1%
EFP
267
Elser Financial Planning
Indiana
$3.1M
MFT
268
Moisand Fitzgerald Tamayo
Florida
$3M -$84.7K -1,216 -3%
LI
269
LRI Investments
Florida
$2.96M +$3.06K +44 +0.1%
SC
270
Shearwater Capital
Colorado
$2.96M +$357K +5,124 +14%
CWA
271
Canvas Wealth Advisors
Kansas
$2.95M +$989K +14,201 +54%
BFG
272
Berger Financial Group
Minnesota
$2.93M +$155K +2,229 +6%
EWA
273
Elevate Wealth Advisory
Georgia
$2.89M -$46.6K -669 -2%
Northern Trust
274
Northern Trust
Illinois
$2.88M +$259K +3,724 +10%
MGIA
275
Moneta Group Investment Advisors
Missouri
$2.83M -$4.32K -62 -0.2%