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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
SIC
301
SJS Investment Consulting
Ohio
$2.04M
BWM
302
BCO Wealth Management
New Mexico
$2.01M
BBHC
303
Brown Brothers Harriman & Co
New York
$2M
AWM
304
Aprio Wealth Management
Georgia
$2M
US Bancorp
305
US Bancorp
Minnesota
$1.95M
TH
306
Team Hewins
California
$1.94M
APP
307
Avantax Planning Partners
Iowa
$1.94M
Susquehanna International Group
308
Susquehanna International Group
Pennsylvania
$1.92M
MFG
309
Merit Financial Group
Georgia
$1.91M
MWA
310
Monograph Wealth Advisors
California
$1.91M
DW
311
Dodds Wealth
Colorado
$1.9M
LFP
312
Lakeshore Financial Planning
Michigan
$1.89M
S
313
SignatureFD
Georgia
$1.88M
HI
314
Harbour Investments
Wisconsin
$1.87M
AWP
315
Abacus Wealth Partners
California
$1.87M
GJIA
316
Glass Jacobson Investment Advisors
Maryland
$1.87M
CW
317
CreativeOne Wealth
Kansas
$1.87M
WAG
318
Winthrop Advisory Group
Massachusetts
$1.84M
CWA
319
Canvas Wealth Advisors
Kansas
$1.82M
BFO
320
Biltmore Family Office
North Carolina
$1.8M
MSWMA
321
Market Street Wealth Management Advisors
Indiana
$1.79M
FWP
322
Falcon Wealth Planning
California
$1.76M
AFGAS
323
Allegiance Financial Group Advisory Services
Virginia
$1.75M
PSP
324
Principal Street Partners
Tennessee
$1.75M
VCA
325
Verdence Capital Advisors
Maryland
$1.72M