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Dimensional US Equity ETF

755 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 275 increasing their positions, 232 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
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
PGFC
376
Peapack-Gladstone Financial Corp
New Jersey
$1.22M
TA
377
Tactive Advisors
Florida
$1.22M
PCM
378
Parsons Capital Management
Rhode Island
$1.21M
VWA
379
Valued Wealth Advisors
Utah
$1.2M
CFS
380
CRA Financial Services
New Jersey
$1.2M
TYCC
381
Texas Yale Capital Corp
Florida
$1.2M
M&T Bank
382
M&T Bank
New York
$1.19M
SPIA
383
Steward Partners Investment Advisory
New York
$1.19M
CPRC
384
Consolidated Portfolio Review Corp
New York
$1.19M
CWD
385
Clarity Wealth Development
Oregon
$1.18M
Jane Street
386
Jane Street
New York
$1.16M
NAM
387
NorthCrest Asset Manangement
Minnesota
$1.16M
IRP
388
Investment Research Partners
Pennsylvania
$1.15M
HAP
389
Harbor Asset Planning
Massachusetts
$1.15M
APP
390
Avantax Planning Partners
Iowa
$1.15M
WWM
391
Western Wealth Management
Colorado
$1.15M
2L
392
25 LLC
Missouri
$1.14M
LCAM
393
London & Capital Asset Management
United Kingdom
$1.14M
IF
394
Integrity Financial
Wyoming
$1.14M
MPW
395
Magnolia Private Wealth
Pennsylvania
$1.13M
EIA
396
Eldridge Investment Advisors
New Hampshire
$1.12M
BCA
397
Bay Colony Advisors
Massachusetts
$1.1M
NRG
398
Nemes Rush Group
Michigan
$1.09M
NRWA
399
North Ridge Wealth Advisors
Oregon
$1.07M
WFA
400
WestHill Financial Advisors
California
$1.07M