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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 %
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$827K -$523K -8,646 -39%
CSIC
402
Clifford Swan Investment Counsel
California
$825K
PFM
403
Phillips Financial Management
Indiana
$819K -$24.4K -403 -3%
LWL
404
Leo Wealth LLC
Texas
$805K -$52.6K -869 -6%
IA
405
IFG Advisors
Missouri
$803K +$18.1K +300 +2%
NGA
406
Naples Global Advisors
Florida
$795K
SAM
407
SP Asset Management
California
$788K +$1.75K +29 +0.2%
PSP
408
Principal Street Partners
Tennessee
$786K +$1.75K +29 +0.2%
MAMG
409
Milestone Asset Management Group
Connecticut
$777K -$1.39K -23 -0.2%
AAP
410
Arax Advisory Partners
Colorado
$777K +$610K +10,094 +367%
CIA
411
Compass Ion Advisors
Pennsylvania
$768K +$768K +12,703 New
FPCG
412
Forum Private Client Group
Indiana
$765K -$27.2K -450 -3%
TC
413
TownSquare Capital
Utah
$763K +$26.1K +432 +4%
PNC Financial Services Group
414
PNC Financial Services Group
Pennsylvania
$762K -$103K -1,706 -12%
AF
415
Advisornet Financial
Minnesota
$755K +$254K +4,199 +51%
SRWM
416
Shira Ridge Wealth Management
California
$750K -$96.7K -1,599 -11%
MF
417
Montis Financial
Massachusetts
$750K +$60 +1 +0%
Ameriprise
418
Ameriprise
Minnesota
$740K +$318K +5,256 +75%
Franklin Resources
419
Franklin Resources
California
$740K +$1.69K +28 +0.2%
WP
420
Wealthspan Partners
Iowa
$740K
Empower Advisory Group
421
Empower Advisory Group
Colorado
$738K
CFFP
422
Center for Financial Planning
Michigan
$737K
EFS
423
Essex Financial Services
Connecticut
$725K +$83.7K +1,384 +13%
QCM
424
QRG Capital Management
Illinois
$718K +$24.3K +401 +3%
KA
425
Klingman & Associates
New York
$709K