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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
KeyBank National Association
351
KeyBank National Association
Ohio
$1.49M
SAM
352
Synergy Asset Management
Washington
$1.48M
SW
353
Simplicity Wealth
New Jersey
$1.47M
SIC
354
Samalin Investment Counsel
New York
$1.44M
IWM
355
IHT Wealth Management
Illinois
$1.44M
BP
356
BWM Planning
Texas
$1.4M
AF
357
Apollon Financial
South Carolina
$1.35M
PI
358
Parkside Investments
Illinois
$1.34M
MFWP
359
Mosaic Family Wealth Partners
Missouri
$1.33M
FFG
360
First Financial Group
North Carolina
$1.32M
P
361
&Partners
Tennessee
$1.32M
LWM
362
LJI Wealth Management
Indiana
$1.31M
TWP
363
Triad Wealth Partners
Kansas
$1.3M
OFA
364
Onyx Financial Advisors
Idaho
$1.3M
PFA
365
Professional Financial Advisors
Nebraska
$1.28M
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$1.28M
VFA
367
Valeo Financial Advisors
Indiana
$1.28M
CCWA
368
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M
WB
369
WesBanco Bank
West Virginia
$1.25M
Thrivent Financial for Lutherans
370
Thrivent Financial for Lutherans
Minnesota
$1.23M
ACP
371
Aviance Capital Partners
Florida
$1.23M
PGFC
372
Peapack-Gladstone Financial Corp
New Jersey
$1.22M
TA
373
Tactive Advisors
Florida
$1.22M
PCM
374
Parsons Capital Management
Rhode Island
$1.21M
VWA
375
Valued Wealth Advisors
Utah
$1.2M