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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
CFS
376
CRA Financial Services
New Jersey
$1.2M
TYCC
377
Texas Yale Capital Corp
Florida
$1.2M
M&T Bank
378
M&T Bank
New York
$1.19M
SPIA
379
Steward Partners Investment Advisory
New York
$1.19M
CPRC
380
Consolidated Portfolio Review Corp
New York
$1.19M
CWD
381
Clarity Wealth Development
Oregon
$1.18M
Jane Street
382
Jane Street
New York
$1.16M
NAM
383
NorthCrest Asset Manangement
Minnesota
$1.16M
HAP
384
Harbor Asset Planning
Massachusetts
$1.15M
APP
385
Avantax Planning Partners
Iowa
$1.15M
WWM
386
Western Wealth Management
Colorado
$1.15M
2L
387
25 LLC
Missouri
$1.14M
LCAM
388
London & Capital Asset Management
United Kingdom
$1.14M
IF
389
Integrity Financial
Wyoming
$1.14M
MPW
390
Magnolia Private Wealth
Pennsylvania
$1.13M
EIA
391
Eldridge Investment Advisors
New Hampshire
$1.12M
BCA
392
Bay Colony Advisors
Massachusetts
$1.1M
NRG
393
Nemes Rush Group
Michigan
$1.09M
NRWA
394
North Ridge Wealth Advisors
Oregon
$1.07M
WFA
395
WestHill Financial Advisors
California
$1.07M
BFA
396
Beacon Financial Advisory
Ohio
$1.06M
Ameriprise
397
Ameriprise
Minnesota
$1.06M
MG
398
Mather Group
Illinois
$1.05M
GA
399
Greenspring Advisors
Maryland
$1.05M
MHWM
400
Montz Harcus Wealth Management
Louisiana
$1.04M