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Dimensional US Equity ETF

728 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, 299 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+33
Holders Change %
+4.75%
% of All Funds
9.76%
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
299
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
426
J.W. Cole Advisors
Florida
$823K +$823K +12,283 New
Franklin Resources
427
Franklin Resources
California
$822K +$2.21K +33 +0.3%
Ameriprise
428
Ameriprise
Minnesota
$820K
Empower Advisory Group
429
Empower Advisory Group
Colorado
$818K
CFFP
430
Center for Financial Planning
Michigan
$817K
Wells Fargo
431
Wells Fargo
California
$814K -$223K -3,329 -22%
WP
432
Wealthspan Partners
Iowa
$814K -$5.63K -84 -0.7%
MA
433
Montag & Associates
Georgia
$814K -$2.61M -38,903 -76%
QCM
434
QRG Capital Management
Illinois
$804K +$8.45K +126 +1%
BCA
435
Bay Colony Advisors
Massachusetts
$799K +$25.8K +385 +3%
KA
436
Klingman & Associates
New York
$786K
CAG
437
Csenge Advisory Group
Florida
$784K +$51.4K +804 +7%
TFM
438
Trademark Financial Management
Minnesota
$777K
CRC
439
Curi RMB Capital
Illinois
$770K +$83.6K +1,247 +12%
CB
440
Commerce Bank
Missouri
$763K -$168K -2,504 -18%
Baird Financial Group
441
Baird Financial Group
Wisconsin
$752K -$238K -3,555 -24%
DPI
442
Diversified Portfolios Inc
Michigan
$749K
BAM
443
Belpointe Asset Management
Nevada
$742K
FCA
444
Fortis Capital Advisors
Kansas
$742K
NP
445
NorthRock Partners
Minnesota
$740K +$2.01K +30 +0.3%
SWM
446
Seaside Wealth Management
California
$736K
DAS
447
Diversify Advisory Services
Utah
$736K -$252K -3,605 -25%
EFG
448
Everhart Financial Group
Ohio
$726K
SFP
449
Sterling Financial Planning
New Jersey
$717K +$38.5K +575 +6%
CCM
450
Coldstream Capital Management
Washington
$710K +$355K +5,296 +100%