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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
KSWA
251
Kathleen S. Wright Associates
Pennsylvania
$3.32M
SWM
252
Sterling Wealth Management
Illinois
$3.27M
FC
253
Financial Council
Maryland
$3.24M
AWA
254
Acorn Wealth Advisors
Michigan
$3.21M
RDWM
255
Red Door Wealth Management
Tennessee
$3.19M
LWM
256
Lodestone Wealth Management
Washington
$3.18M
ALWM
257
Andrews Lucia Wealth Management
California
$3.17M
SIMC
258
Squire Investment Management Company
Utah
$3.17M
BCI
259
Brinker Capital Investments
Pennsylvania
$3.12M
SSC
260
Syverson Strege & Co
Iowa
$3.1M
FWM
261
FFT Wealth Management
Pennsylvania
$3.05M
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$3.01M
CIA
263
Caerus Investment Advisors
Texas
$2.95M
RPGK
264
Retirement Planning Group (Kansas)
Kansas
$2.91M
EFP
265
Elser Financial Planning
Indiana
$2.87M
MFT
266
Moisand Fitzgerald Tamayo
Florida
$2.86M
CA
267
Clune & Associates
Illinois
$2.76M
LI
268
LRI Investments
Florida
$2.74M
TWD
269
True Wealth Design
Ohio
$2.74M
EWA
270
Elevate Wealth Advisory
Georgia
$2.72M
PWM
271
Parkworth Wealth Management
California
$2.71M
MGIA
272
Moneta Group Investment Advisors
Missouri
$2.62M
LG
273
LAM Group
Oregon
$2.62M
SW
274
Simplicity Wealth
New Jersey
$2.61M
BFG
275
Berger Financial Group
Minnesota
$2.56M