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Dimensional US Equity ETF

729 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, 300 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+33
Holders Change %
+4.74%
% of All Funds
9.77%
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
300
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
351
Prime Capital Investment Advisors
Kansas
$1.44M -$275K -4,097 -16%
USCWA
352
U.S. Capital Wealth Advisors
Texas
$1.42M
CPSAC
353
Chas P. Smith & Associates (CPS)
Florida
$1.42M -$16.8K -250 -1%
MWC
354
MBM Wealth Consultants
Missouri
$1.4M
SIAG
355
Safeguard Investment Advisory Group
California
$1.39M -$166K -2,483 -11%
KeyBank National Association
356
KeyBank National Association
Ohio
$1.38M -$32.2K -480 -2%
SIC
357
Samalin Investment Counsel
New York
$1.36M +$141K +2,107 +12%
IWM
358
IHT Wealth Management
Illinois
$1.34M +$2.61K +39 +0.2%
PGFC
359
Peapack-Gladstone Financial Corp
New Jersey
$1.32M +$205K +3,054 +18%
SIM
360
Stratos Investment Management
Ohio
$1.31M +$1.07M +16,039 +449%
BP
361
BWM Planning
Texas
$1.3M +$24.5K +365 +2%
JSL
362
JT Stratford LLC
Georgia
$1.29M +$111K +1,659 +9%
FFG
363
First Financial Group
North Carolina
$1.27M -$6.23K -93 -0.5%
AF
364
Apollon Financial
South Carolina
$1.25M -$1.52M -22,710 -55%
PNC Financial Services Group
365
PNC Financial Services Group
Pennsylvania
$1.24M +$395K +5,887 +47%
MFWP
366
Mosaic Family Wealth Partners
Missouri
$1.23M
OFA
367
Onyx Financial Advisors
Idaho
$1.2M -$37.1K -554 -3%
CWD
368
Clarity Wealth Development
Oregon
$1.2M -$40.2K -600 -3%
PFA
369
Professional Financial Advisors
Nebraska
$1.18M +$3.22K +48 +0.3%
CWP
370
Cyndeo Wealth Partners
Florida
$1.18M
TWP
371
Triad Wealth Partners
Kansas
$1.18M +$1.18M +17,634 New
CCWA
372
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M -$17.6K -262 -1%
WB
373
WesBanco Bank
West Virginia
$1.16M +$1.16M +17,312 New
Thrivent Financial for Lutherans
374
Thrivent Financial for Lutherans
Minnesota
$1.14M
ACP
375
Aviance Capital Partners
Florida
$1.14M