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Dimensional US Equity ETF

728 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, 299 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+33
Holders Change %
+4.75%
% of All Funds
9.76%
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
299
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
301
Brown Brothers Harriman & Co
New York
$2M
AWM
302
Aprio Wealth Management
Georgia
$2M +$737 +11 +0%
US Bancorp
303
US Bancorp
Minnesota
$1.95M -$77.7K -1,160 -4%
TH
304
Team Hewins
California
$1.94M -$110K -1,643 -5%
APP
305
Avantax Planning Partners
Iowa
$1.94M
Susquehanna International Group
306
Susquehanna International Group
Pennsylvania
$1.92M +$209K +3,121 +12%
MFG
307
Merit Financial Group
Georgia
$1.91M +$324K +4,828 +20%
MWA
308
Monograph Wealth Advisors
California
$1.91M -$3.63M -54,088 -66%
DW
309
Dodds Wealth
Colorado
$1.9M -$12.7K -190 -0.7%
LFP
310
Lakeshore Financial Planning
Michigan
$1.89M +$152K +2,265 +9%
S
311
SignatureFD
Georgia
$1.88M
HI
312
Harbour Investments
Wisconsin
$1.87M +$77.5K +1,156 +4%
AWP
313
Abacus Wealth Partners
California
$1.87M -$6.37K -95 -0.3%
GJIA
314
Glass Jacobson Investment Advisors
Maryland
$1.87M +$1.47K +22 +0.1%
CW
315
CreativeOne Wealth
Kansas
$1.87M +$49.9K +745 +3%
WAG
316
Winthrop Advisory Group
Massachusetts
$1.84M +$1.47K +22 +0.1%
CWA
317
Canvas Wealth Advisors
Kansas
$1.82M +$584K +8,450 +47%
BFO
318
Biltmore Family Office
North Carolina
$1.8M
MSWMA
319
Market Street Wealth Management Advisors
Indiana
$1.79M
FWP
320
Falcon Wealth Planning
California
$1.76M
AFGAS
321
Allegiance Financial Group Advisory Services
Virginia
$1.75M -$72.3K -1,079 -4%
PSP
322
Principal Street Partners
Tennessee
$1.75M +$876K +13,073 +101%
VCA
323
Verdence Capital Advisors
Maryland
$1.72M -$74.9K -1,118 -4%
NHC
324
Nicholas Hoffman & Company
Georgia
$1.71M
SM
325
Sensible Money
Arizona
$1.7M +$51K +761 +3%