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Dimensional US Equity ETF

729 hedge funds and large institutions have $12.3B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 300 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+33
Holders Change %
+4.74%
% of All Funds
9.77%
Holding in Top 10
125
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.84%
% of All Funds
1.68%
New
64
Increased
300
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
CB
401
Cadence Bank
Mississippi
$950K
PWMG
402
Prestige Wealth Management Group
New Jersey
$947K -$97.2K -1,450 -9%
DWM
403
Drive Wealth Management
Utah
$944K -$362K -5,405 -28%
FH
404
Financial Harvest
Florida
$937K +$937K +13,981 New
MSF
405
Mustard Seed Financial
Arkansas
$924K +$67 +1 +0%
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$916K +$916K +13,667 New
CSIC
407
Clifford Swan Investment Counsel
California
$914K
PWM
408
Perigon Wealth Management
California
$913K +$271K +4,040 +42%
MWPCG
409
Measured Wealth Private Client Group
New Hampshire
$909K -$97.9K -1,461 -10%
PFM
410
Phillips Financial Management
Indiana
$909K +$1.54K +23 +0.2%
Bank of New York Mellon
411
Bank of New York Mellon
New York
$903K -$15.4K -230 -2%
LWL
412
Leo Wealth LLC
Texas
$894K +$2.41K +36 +0.3%
NGA
413
Naples Global Advisors
Florida
$881K
SAM
414
SP Asset Management
California
$875K +$2.35K +35 +0.3%
IA
415
IFG Advisors
Missouri
$867K -$23K -343 -3%
PFA
416
Pure Financial Advisors
California
$866K +$342K +5,109 +65%
MAMG
417
Milestone Asset Management Group
Connecticut
$862K +$1.34K +20 +0.2%
FIC
418
Family Investment Center
Missouri
$858K -$265K -3,948 -24%
FPCG
419
Forum Private Client Group
Indiana
$858K +$10.2K +152 +1%
CIA
420
Compass Ion Advisors
Pennsylvania
$854K +$2.35K +35 +0.3%
CPA
421
Cathy Pareto & Associates
Florida
$845K +$75.9K +1,133 +10%
HA
422
Hanover Advisors
South Carolina
$842K +$160K +2,391 +24%
SRWM
423
Shira Ridge Wealth Management
California
$833K +$1.01K +15 +0.1%
MF
424
Montis Financial
Massachusetts
$832K +$1.14K +17 +0.1%
AF
425
Advisornet Financial
Minnesota
$827K -$9.58K -143 -1%