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Dimensional US Equity ETF

761 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 739761 (+22)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
761
Holders Change
+22
Holders Change %
+2.98%
% of All Funds
9.99%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
51
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
351
Applied Capital
Arkansas
$1.55M -$34.6K -496 -2%
PCIA
352
Prime Capital Investment Advisors
Kansas
$1.55M
JSL
353
JT Stratford LLC
Georgia
$1.52M +$122K +1,746 +9%
MWC
354
MBM Wealth Consultants
Missouri
$1.51M
USCWA
355
U.S. Capital Wealth Advisors
Texas
$1.5M -$34.8K -500 -2%
KeyBank National Association
356
KeyBank National Association
Ohio
$1.49M
SAM
357
Synergy Asset Management
Washington
$1.48M +$1.11M +15,896 +294%
SW
358
Simplicity Wealth
New Jersey
$1.47M -$1.3M -18,708 -48%
SIC
359
Samalin Investment Counsel
New York
$1.44M -$27.1K -389 -2%
IWM
360
IHT Wealth Management
Illinois
$1.44M -$9.75K -140 -0.7%
BP
361
BWM Planning
Texas
$1.4M
AF
362
Apollon Financial
South Carolina
$1.35M
PI
363
Parkside Investments
Illinois
$1.34M +$1.29M +18,470 New
MFWP
364
Mosaic Family Wealth Partners
Missouri
$1.33M
FFG
365
First Financial Group
North Carolina
$1.32M -$48.8K -700 -4%
P
366
&Partners
Tennessee
$1.32M +$139K +1,990 +12%
LWM
367
LJI Wealth Management
Indiana
$1.31M -$2.77M -39,726 -69%
TWP
368
Triad Wealth Partners
Kansas
$1.3M +$26.3K +378 +2%
OFA
369
Onyx Financial Advisors
Idaho
$1.3M +$70 +1 +0%
PFA
370
Professional Financial Advisors
Nebraska
$1.28M +$3.06K +44 +0.2%
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$1.28M -$55.5K -796 -4%
VFA
372
Valeo Financial Advisors
Indiana
$1.28M +$162K +2,331 +15%
CCWA
373
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M -$6.97K -100 -0.6%
WB
374
WesBanco Bank
West Virginia
$1.25M
Thrivent Financial for Lutherans
375
Thrivent Financial for Lutherans
Minnesota
$1.23M