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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
LG
276
LAM Group
Oregon
$2.83M
2WWM
277
21 West Wealth Management
California
$2.81M +$245K +3,519 +10%
TWD
278
True Wealth Design
Ohio
$2.76M -$193K -2,777 -7%
MCA
279
Maryland Capital Advisors
Maryland
$2.73M
KPWS
280
Kestra Private Wealth Services
Texas
$2.71M +$6.69K +96 +0.3%
NB
281
NBT Bank
New York
$2.68M -$2.56M -36,814 -100%
CW
282
Curio Wealth
Maryland
$2.66M -$6.2K -89 -0.2%
BF
283
Brooklyn FI
New York
$2.63M +$30.6K +439 +1%
PAG
284
Poinciana Advisors Group
Florida
$2.58M +$159K +2,283 +7%
Lido Advisors
285
Lido Advisors
California
$2.57M
CFGA
286
Cambridge Financial Group (Arizona)
Arizona
$2.54M +$3.76K +54 +0.2%
EPP
287
ETF Portfolio Partners
Kansas
$2.54M
LPP
288
Life Planning Partners
Florida
$2.53M -$1.18K -17 -0%
PWA
289
Physician Wealth Advisors
Utah
$2.47M +$46.5K +668 +2%
ANB
290
Amarillo National Bank
Texas
$2.46M
TIAA Trust, National Association
291
TIAA Trust, National Association
North Carolina
$2.38M -$101K -1,445 -4%
GVAG
292
Great Valley Advisor Group
Delaware
$2.38M +$96.8K +1,390 +4%
AC
293
Avestar Capital
New York
$2.33M -$401K -5,756 -15%
PFPT
294
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.3M
WTA
295
Washington Trust Advisors
Massachusetts
$2.29M +$1.85M +26,504 +521%
SSC
296
Syverson Strege & Co
Iowa
$2.29M -$1.03M -14,733 -32%
KCPG
297
Kavar Capital Partners Group
Kansas
$2.26M +$279 +4 +0%
AFA
298
Allium Financial Advisors
Oregon
$2.26M
SIC
299
SJS Investment Consulting
Ohio
$2.23M +$24.7K +355 +1%
YWM
300
Yoder Wealth Management
California
$2.23M -$54.9K -788 -2%