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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
TWD
276
True Wealth Design
Ohio
$2.76M
MCA
277
Maryland Capital Advisors
Maryland
$2.73M
KPWS
278
Kestra Private Wealth Services
Texas
$2.71M
NB
279
NBT Bank
New York
$2.68M
CW
280
Curio Wealth
Maryland
$2.66M
BF
281
Brooklyn FI
New York
$2.63M
PAG
282
Poinciana Advisors Group
Florida
$2.58M
Lido Advisors
283
Lido Advisors
California
$2.57M
CFGA
284
Cambridge Financial Group (Arizona)
Arizona
$2.54M
EPP
285
ETF Portfolio Partners
Kansas
$2.54M
LPP
286
Life Planning Partners
Florida
$2.53M
PWA
287
Physician Wealth Advisors
Utah
$2.47M
ANB
288
Amarillo National Bank
Texas
$2.46M
TIAA Trust, National Association
289
TIAA Trust, National Association
North Carolina
$2.38M
GVAG
290
Great Valley Advisor Group
Delaware
$2.38M
AC
291
Avestar Capital
New York
$2.33M
PFP
292
Pinnacle Financial Partners
Tennessee
$2.3M
WTA
293
Washington Trust Advisors
Massachusetts
$2.29M
KCPG
294
Kavar Capital Partners Group
Kansas
$2.26M
AFA
295
Allium Financial Advisors
Oregon
$2.26M
SIC
296
SJS Investment Consulting
Ohio
$2.23M
YWM
297
Yoder Wealth Management
California
$2.23M
MFG
298
Merit Financial Group
Georgia
$2.21M
AWM
299
Accurate Wealth Management
Florida
$2.18M
BWM
300
BCO Wealth Management
New Mexico
$2.17M