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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 %
BWM
301
BCO Wealth Management
New Mexico
$2.01M -$5.96K -89 -0.3%
BBHC
302
Brown Brothers Harriman & Co
New York
$2M
AWM
303
Aprio Wealth Management
Georgia
$2M +$737 +11 +0%
US Bancorp
304
US Bancorp
Minnesota
$1.95M -$77.7K -1,160 -4%
TH
305
Team Hewins
California
$1.94M -$110K -1,643 -5%
APP
306
Avantax Planning Partners
Iowa
$1.94M
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
$1.92M +$209K +3,121 +12%
MFG
308
Merit Financial Group
Georgia
$1.91M +$324K +4,828 +20%
MWA
309
Monograph Wealth Advisors
California
$1.91M -$3.63M -54,088 -66%
DW
310
Dodds Wealth
Colorado
$1.9M -$12.7K -190 -0.7%
LFP
311
Lakeshore Financial Planning
Michigan
$1.89M +$152K +2,265 +9%
S
312
SignatureFD
Georgia
$1.88M
HI
313
Harbour Investments
Wisconsin
$1.87M +$77.5K +1,156 +4%
AWP
314
Abacus Wealth Partners
California
$1.87M -$6.37K -95 -0.3%
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$1.87M +$1.47K +22 +0.1%
CW
316
CreativeOne Wealth
Kansas
$1.87M +$49.9K +745 +3%
WAG
317
Winthrop Advisory Group
Massachusetts
$1.84M +$1.47K +22 +0.1%
CWA
318
Canvas Wealth Advisors
Kansas
$1.82M +$584K +8,450 +47%
BFO
319
Biltmore Family Office
North Carolina
$1.8M
MSWMA
320
Market Street Wealth Management Advisors
Indiana
$1.79M
FWP
321
Falcon Wealth Planning
California
$1.76M
AFGAS
322
Allegiance Financial Group Advisory Services
Virginia
$1.75M -$72.3K -1,079 -4%
PSP
323
Principal Street Partners
Tennessee
$1.75M +$876K +13,073 +101%
VCA
324
Verdence Capital Advisors
Maryland
$1.72M -$74.9K -1,118 -4%
NHC
325
Nicholas Hoffman & Company
Georgia
$1.71M