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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
AC
276
Avestar Capital
New York
$2.54M
MCA
277
Maryland Capital Advisors
Maryland
$2.53M
KPWS
278
Kestra Private Wealth Services
Texas
$2.5M
NB
279
NBT Bank
New York
$2.48M
CW
280
Curio Wealth
Maryland
$2.46M
Northern Trust
281
Northern Trust
Illinois
$2.42M
BF
282
Brooklyn FI
New York
$2.41M
SC
283
Shearwater Capital
Colorado
$2.39M
Lido Advisors
284
Lido Advisors
California
$2.38M
SAM
285
Smartleaf Asset Management
Massachusetts
$2.37M
2WWM
286
21 West Wealth Management
California
$2.36M
EPP
287
ETF Portfolio Partners
Kansas
$2.35M
CFGA
288
Cambridge Financial Group (Arizona)
Arizona
$2.34M
LPP
289
Life Planning Partners
Florida
$2.34M
TIAA Trust, National Association
290
TIAA Trust, National Association
North Carolina
$2.3M
ANB
291
Amarillo National Bank
Texas
$2.28M
PWA
292
Physician Wealth Advisors
Utah
$2.24M
EWA
293
EP Wealth Advisors
California
$2.24M
PAG
294
Poinciana Advisors Group
Florida
$2.24M
YWM
295
Yoder Wealth Management
California
$2.11M
GVAG
296
Great Valley Advisor Group
Delaware
$2.11M
AFA
297
Allium Financial Advisors
Oregon
$2.09M
KCPG
298
Kavar Capital Partners Group
Kansas
$2.09M
CAM
299
Clark Asset Management
New Hampshire
$2.07M
AWM
300
Accurate Wealth Management
Florida
$2.05M