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Dimensional US Equity ETF

728 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, 299 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+33
Holders Change %
+4.75%
% of All Funds
9.76%
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
299
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
351
U.S. Capital Wealth Advisors
Texas
$1.42M
CPSAC
352
Chas P. Smith & Associates (CPS)
Florida
$1.42M -$16.8K -250 -1%
MWC
353
MBM Wealth Consultants
Missouri
$1.4M
SIAG
354
Safeguard Investment Advisory Group
California
$1.39M -$166K -2,483 -11%
KeyBank National Association
355
KeyBank National Association
Ohio
$1.38M -$32.2K -480 -2%
SIC
356
Samalin Investment Counsel
New York
$1.36M +$141K +2,107 +12%
IWM
357
IHT Wealth Management
Illinois
$1.34M +$2.61K +39 +0.2%
PGFC
358
Peapack-Gladstone Financial Corp
New Jersey
$1.32M +$205K +3,054 +18%
SIM
359
Stratos Investment Management
Ohio
$1.31M +$1.07M +16,039 +449%
BP
360
BWM Planning
Texas
$1.3M +$24.5K +365 +2%
JSL
361
JT Stratford LLC
Georgia
$1.29M +$111K +1,659 +9%
FFG
362
First Financial Group
North Carolina
$1.27M -$6.23K -93 -0.5%
AF
363
Apollon Financial
South Carolina
$1.25M -$1.52M -22,710 -55%
PNC Financial Services Group
364
PNC Financial Services Group
Pennsylvania
$1.24M +$395K +5,887 +47%
MFWP
365
Mosaic Family Wealth Partners
Missouri
$1.23M
OFA
366
Onyx Financial Advisors
Idaho
$1.2M -$37.1K -554 -3%
CWD
367
Clarity Wealth Development
Oregon
$1.2M -$40.2K -600 -3%
PFA
368
Professional Financial Advisors
Nebraska
$1.18M +$3.22K +48 +0.3%
CWP
369
Cyndeo Wealth Partners
Florida
$1.18M
TWP
370
Triad Wealth Partners
Kansas
$1.18M +$1.18M +17,634 New
CCWA
371
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M -$17.6K -262 -1%
WB
372
WesBanco Bank
West Virginia
$1.16M +$1.16M +17,312 New
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$1.14M
ACP
374
Aviance Capital Partners
Florida
$1.14M
EIA
375
Eldridge Investment Advisors
New Hampshire
$1.13M