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Dimensional US Equity ETF

729 hedge funds and large institutions have $12.3B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 300 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+33
Holders Change %
+4.74%
% of All Funds
9.77%
Holding in Top 10
125
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.84%
% of All Funds
1.68%
New
64
Increased
300
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
276
Maryland Capital Advisors
Maryland
$2.53M
KPWS
277
Kestra Private Wealth Services
Texas
$2.5M +$54.7K +816 +2%
NB
278
NBT Bank
New York
$2.48M
CW
279
Curio Wealth
Maryland
$2.46M +$2.46M +36,738 +174,943%
Northern Trust
280
Northern Trust
Illinois
$2.42M -$174K -2,597 -7%
BF
281
Brooklyn FI
New York
$2.41M +$2.16M +32,219 +876%
SC
282
Shearwater Capital
Colorado
$2.39M
Lido Advisors
283
Lido Advisors
California
$2.38M +$13.4K +200 +0.6%
SAM
284
Smartleaf Asset Management
Massachusetts
$2.37M +$1.07M +16,028 +82%
2WWM
285
21 West Wealth Management
California
$2.36M +$2.36M +35,284 New
EPP
286
ETF Portfolio Partners
Kansas
$2.35M
CFGA
287
Cambridge Financial Group (Arizona)
Arizona
$2.34M +$38.6K +576 +2%
LPP
288
Life Planning Partners
Florida
$2.34M +$296K +4,411 +14%
TIAA Trust, National Association
289
TIAA Trust, National Association
North Carolina
$2.3M +$395K +5,890 +21%
ANB
290
Amarillo National Bank
Texas
$2.28M
PWA
291
Physician Wealth Advisors
Utah
$2.24M +$25.1K +375 +1%
EWA
292
EP Wealth Advisors
California
$2.24M -$1.67M -24,987 -43%
PAG
293
Poinciana Advisors Group
Florida
$2.24M +$489K +7,302 +28%
YWM
294
Yoder Wealth Management
California
$2.11M -$48.8K -728 -2%
GVAG
295
Great Valley Advisor Group
Delaware
$2.11M -$1.47K -22 -0.1%
AFA
296
Allium Financial Advisors
Oregon
$2.09M
KCPG
297
Kavar Capital Partners Group
Kansas
$2.09M +$268 +4 +0%
CAM
298
Clark Asset Management
New Hampshire
$2.07M +$803K +11,978 +63%
AWM
299
Accurate Wealth Management
Florida
$2.05M +$2.05M +30,148 New
SIC
300
SJS Investment Consulting
Ohio
$2.04M +$251K +3,740 +14%