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Dimensional US Equity ETF

735 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, 302 increasing their positions, 194 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
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
SAM
401
Summit Asset Management
Tennessee
$961K
MHWM
402
Montz Harcus Wealth Management
Louisiana
$959K
W
403
WorthPointe
California
$959K
CB
404
Cadence Bank
Mississippi
$950K
PWMG
405
Prestige Wealth Management Group
New Jersey
$947K
DWM
406
Drive Wealth Management
Utah
$944K
FH
407
Financial Harvest
Florida
$937K
MSF
408
Mustard Seed Financial
Arkansas
$924K
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$916K
CSIC
410
Clifford Swan Investment Counsel
California
$914K
PWM
411
Perigon Wealth Management
California
$913K
MWPCG
412
Measured Wealth Private Client Group
New Hampshire
$909K
PFM
413
Phillips Financial Management
Indiana
$909K
Bank of New York Mellon
414
Bank of New York Mellon
New York
$903K
LWL
415
Leo Wealth LLC
Texas
$894K
NGA
416
Naples Global Advisors
Florida
$881K
SAM
417
SP Asset Management
California
$875K
IA
418
IFG Advisors
Missouri
$867K
PFA
419
Pure Financial Advisors
California
$866K
MAMG
420
Milestone Asset Management Group
Connecticut
$862K
FIC
421
Family Investment Center
Missouri
$858K
FPCG
422
Forum Private Client Group
Indiana
$858K
CIA
423
Compass Ion Advisors
Pennsylvania
$854K
CPA
424
Cathy Pareto & Associates
Florida
$845K
HA
425
Hanover Advisors
South Carolina
$842K