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Dimensional US Equity ETF

747 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 272 increasing their positions, 229 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$401M
2 +$106M
3 +$97.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$80.8M
5
Mariner
Mariner
Kansas
+$27.2M

Top Sellers

1 -$680M
2 -$190M
3 -$72.7M
4
SC
SouthState Corp
Florida
-$34.4M
5
MPW
MASECO Private Wealth
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
326
Silver Oak Advisory Group
Oregon
$1.8M
CC
327
Citrine Capital
California
$1.77M
4WM
328
49 Wealth Management
Texas
$1.77M
PA
329
Parallel Advisors
California
$1.75M
FWP
330
Falcon Wealth Planning
California
$1.74M
WAM
331
WNY Asset Management
New York
$1.74M
BB
332
Bell Bank
North Dakota
$1.74M
MT
333
Midwest Trust
Kansas
$1.73M
AWM
334
Arista Wealth Management
Nevada
$1.73M
TI
335
Truepoint Inc
Ohio
$1.72M
FOA
336
Five Oceans Advisors
California
$1.72M
DADC
337
D.A. Davidson & Co
Montana
$1.68M
AWM
338
AE Wealth Management
Kansas
$1.68M
RTL
339
Red Tortoise LLC
Georgia
$1.68M
KF
340
K2 Financial
California
$1.63M
PFBT
341
Parkside Financial Bank & Trust
Missouri
$1.62M
BFS
342
Beacon Financial Strategies
North Carolina
$1.61M
SFP
343
SwitchPoint Financial Planning
Utah
$1.6M
WCP
344
Wick Capital Partners
Pennsylvania
$1.59M
LIWM
345
Long Island Wealth Management
New York
$1.59M
AC
346
Applied Capital
Arkansas
$1.55M
PCIA
347
Prime Capital Investment Advisors
Kansas
$1.55M
JSL
348
JT Stratford LLC
Georgia
$1.52M
MWC
349
MBM Wealth Consultants
Missouri
$1.51M
USCWA
350
U.S. Capital Wealth Advisors
Texas
$1.5M