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Dimensional US Equity ETF

747 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 272 increasing their positions, 229 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
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
FIC
426
Family Investment Center
Missouri
$908K
SRWM
427
Shira Ridge Wealth Management
California
$900K
HA
428
Hanover Advisors
South Carolina
$898K
EFG
429
Everhart Financial Group
Ohio
$897K
LWL
430
Leo Wealth LLC
Texas
$893K
EW
431
Evoke Wealth
California
$893K
Franklin Resources
432
Franklin Resources
California
$891K
AF
433
Advisornet Financial
Minnesota
$883K
CFFP
434
Center for Financial Planning
Michigan
$883K
Wells Fargo
435
Wells Fargo
California
$880K
MA
436
Montag & Associates
Georgia
$879K
WP
437
Wealthspan Partners
Iowa
$877K
KA
438
Klingman & Associates
New York
$849K
CRC
439
Curi RMB Capital
Illinois
$835K
TFM
440
Trademark Financial Management
Minnesota
$833K
CB
441
Commerce Bank
Missouri
$825K
RIP
442
RAM Investment Partners
Washington
$804K
NP
443
NorthRock Partners
Minnesota
$802K
BAM
444
Belpointe Asset Management
Nevada
$802K
FCA
445
Fortis Capital Advisors
Kansas
$802K
Baird Financial Group
446
Baird Financial Group
Wisconsin
$798K
SWM
447
Seaside Wealth Management
California
$796K
DAS
448
Diversify Advisory Services
Utah
$784K
CAG
449
Csenge Advisory Group
Florida
$778K
SFP
450
Sterling Financial Planning
New Jersey
$771K