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Dimensional US Equity ETF

736 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 303 increasing their positions, 194 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
376
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M
WB
377
WesBanco Bank
West Virginia
$1.16M
Thrivent Financial for Lutherans
378
Thrivent Financial for Lutherans
Minnesota
$1.14M
ACP
379
Aviance Capital Partners
Florida
$1.14M
EIA
380
Eldridge Investment Advisors
New Hampshire
$1.13M
TYCC
381
Texas Yale Capital Corp
Florida
$1.12M
VWA
382
Valued Wealth Advisors
Utah
$1.12M
SPIA
383
Steward Partners Investment Advisory
New York
$1.11M
M&T Bank
384
M&T Bank
New York
$1.11M
TRCT
385
Tower Research Capital (TRC)
New York
$1.1M
NAM
386
NorthCrest Asset Manangement
Minnesota
$1.09M
P
387
&Partners
Tennessee
$1.08M
CPRC
388
Consolidated Portfolio Review Corp
New York
$1.07M
CFS
389
CRA Financial Services
New Jersey
$1.06M
WWM
390
Western Wealth Management
Colorado
$1.06M
2L
391
25 LLC
Missouri
$1.06M
LCAM
392
London & Capital Asset Management
United Kingdom
$1.05M
HAP
393
Harbor Asset Planning
Massachusetts
$1.05M
VFA
394
Valeo Financial Advisors
Indiana
$1.03M
BFA
395
Beacon Financial Advisory
Ohio
$1.01M
MG
396
Mather Group
Illinois
$1M
WFA
397
WestHill Financial Advisors
California
$986K
PMG
398
Private Management Group
California
$980K
GWM
399
Geneos Wealth Management
Colorado
$976K
NRWA
400
North Ridge Wealth Advisors
Oregon
$975K