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Dimensional US Equity ETF

696 hedge funds and large institutions have $10.6B invested in Dimensional US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 209 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
9.45%
Holding in Top 10
117
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.74%
% of All Funds
1.59%
New
46
Increased
262
Reduced
209
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
376
M&T Bank
New York
$998K
W
377
WorthPointe
California
$994K -$51.4K -850 -5%
WWM
378
Western Wealth Management
Colorado
$981K +$12.7K +210 +1%
NAM
379
NorthCrest Asset Manangement
Minnesota
$968K
CFS
380
CRA Financial Services
New Jersey
$960K
2L
381
25 LLC
Missouri
$951K +$907 +15 +0.1%
PWMG
382
Prestige Wealth Management Group
New Jersey
$942K -$27.2K -450 -3%
Wells Fargo
383
Wells Fargo
California
$936K +$589K +9,742 +170%
VFA
384
Valeo Financial Advisors
Indiana
$923K +$4.96K +82 +0.5%
MG
385
Mather Group
Illinois
$910K +$594K +9,814 +188%
MWPCG
386
Measured Wealth Private Client Group
New Hampshire
$908K -$5.69K -94 -0.6%
Baird Financial Group
387
Baird Financial Group
Wisconsin
$894K -$1.49M -24,623 -62%
WFA
388
WestHill Financial Advisors
California
$890K -$9.25K -153 -1%
PMG
389
Private Management Group
California
$887K +$605 +10 +0.1%
NRWA
390
North Ridge Wealth Advisors
Oregon
$880K -$4.72K -78 -0.5%
SAM
391
Summit Asset Management
Tennessee
$868K
ME
392
McIlrath & Eck
Washington
$864K +$712K +11,780 +469%
Renaissance Technologies
393
Renaissance Technologies
New York
$859K -$2.13M -35,200 -71%
MHWM
394
Montz Harcus Wealth Management
Louisiana
$857K +$857K +14,176 New
CB
395
Cadence Bank
Mississippi
$857K -$16.6K -275 -2%
MPW
396
Magnolia Private Wealth
Pennsylvania
$853K +$853K +208,824 New
DAS
397
Diversify Advisory Services
Utah
$849K +$240K +4,000 +39%
CB
398
Commerce Bank
Missouri
$840K
MSF
399
Mustard Seed Financial
Arkansas
$834K -$1.94K -32 -0.2%
Bank of New York Mellon
400
Bank of New York Mellon
New York
$828K -$1.15K -19 -0.1%