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Dimensional US Equity ETF

735 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, 194 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
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
AWM
301
Accurate Wealth Management
Florida
$2.05M
SIC
302
SJS Investment Consulting
Ohio
$2.04M
BWM
303
BCO Wealth Management
New Mexico
$2.01M
BBHC
304
Brown Brothers Harriman & Co
New York
$2M
AWM
305
Aprio Wealth Management
Georgia
$2M
US Bancorp
306
US Bancorp
Minnesota
$1.95M
TH
307
Team Hewins
California
$1.94M
APP
308
Avantax Planning Partners
Iowa
$1.94M
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
$1.92M
MFG
310
Merit Financial Group
Georgia
$1.91M
MWA
311
Monograph Wealth Advisors
California
$1.91M
DW
312
Dodds Wealth
Colorado
$1.9M
LFP
313
Lakeshore Financial Planning
Michigan
$1.89M
S
314
SignatureFD
Georgia
$1.88M
HI
315
Harbour Investments
Wisconsin
$1.87M
AWP
316
Abacus Wealth Partners
California
$1.87M
GJIA
317
Glass Jacobson Investment Advisors
Maryland
$1.87M
CW
318
CreativeOne Wealth
Kansas
$1.87M
WAG
319
Winthrop Advisory Group
Massachusetts
$1.84M
CWA
320
Canvas Wealth Advisors
Kansas
$1.82M
BFO
321
Biltmore Family Office
North Carolina
$1.8M
MSWMA
322
Market Street Wealth Management Advisors
Indiana
$1.79M
FWP
323
Falcon Wealth Planning
California
$1.76M
AFGAS
324
Allegiance Financial Group Advisory Services
Virginia
$1.75M
PSP
325
Principal Street Partners
Tennessee
$1.75M