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Dimensional US Equity ETF

755 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 275 increasing their positions, 232 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$401M
2 +$106M
3 +$97.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$80.8M
5
Mariner
Mariner
Kansas
+$27.2M

Top Sellers

1 -$680M
2 -$190M
3 -$72.7M
4
SC
SouthState Corp
Florida
-$34.4M
5
MPW
MASECO Private Wealth
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
401
Beacon Financial Advisory
Ohio
$1.06M
Ameriprise
402
Ameriprise
Minnesota
$1.06M
MG
403
Mather Group
Illinois
$1.05M
GA
404
Greenspring Advisors
Maryland
$1.05M
MHWM
405
Montz Harcus Wealth Management
Louisiana
$1.04M
SAM
406
Summit Asset Management
Tennessee
$1.04M
W
407
WorthPointe
California
$1.04M
WN
408
Williams & Novak
California
$1.02M
PWMG
409
Prestige Wealth Management Group
New Jersey
$1.02M
CIA
410
Compass Ion Advisors
Pennsylvania
$1.02M
FH
411
Financial Harvest
Florida
$1.01M
CB
412
Cadence Bank
Mississippi
$1M
MSF
413
Mustard Seed Financial
Arkansas
$998K
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$990K
CSIC
415
Clifford Swan Investment Counsel
California
$988K
PWM
416
Perigon Wealth Management
California
$987K
PFM
417
Phillips Financial Management
Indiana
$984K
MWPCG
418
Measured Wealth Private Client Group
New Hampshire
$982K
PMG
419
Private Management Group
California
$979K
Bank of New York Mellon
420
Bank of New York Mellon
New York
$966K
SIAG
421
Safeguard Investment Advisory Group
California
$954K
NGA
422
Naples Global Advisors
Florida
$953K
SAM
423
SP Asset Management
California
$948K
CPA
424
Cathy Pareto & Associates
Florida
$948K
PSP
425
Principal Street Partners
Tennessee
$947K