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Dimensional US Equity ETF

696 hedge funds and large institutions have $10.6B invested in Dimensional US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 209 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
9.45%
Holding in Top 10
117
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.74%
% of All Funds
1.59%
New
46
Increased
262
Reduced
209
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFM
426
Trademark Financial Management
Minnesota
$702K
LBC
427
Lowe Brockenbrough & Co
Virginia
$701K
BCA
428
Bay Colony Advisors
Massachusetts
$694K +$41.2K +685 +6%
CPA
429
Cathy Pareto & Associates
Florida
$694K -$15.5K -256 -2%
EW
430
Evoke Wealth
California
$688K
DPI
431
Diversified Portfolios Inc
Michigan
$676K -$69.8K -1,154 -9%
BAM
432
Belpointe Asset Management
Nevada
$670K
FCA
433
Fortis Capital Advisors
Kansas
$670K
RWRC
434
R.W. Roge & Company
New York
$668K +$367K +6,063 +122%
NP
435
NorthRock Partners
Minnesota
$666K +$1.51K +25 +0.2%
SWM
436
Seaside Wealth Management
California
$664K -$36.3K -600 -5%
EFG
437
Everhart Financial Group
Ohio
$655K +$655K +10,830 New
CAG
438
Csenge Advisory Group
Florida
$652K +$8.76K +154 +1%
AWM
439
Aegis Wealth Management
Maryland
$648K +$648K +10,716 New
WWC
440
Waypoint Wealth Counsel
Georgia
$629K
RWM
441
Ritholtz Wealth Management
New York
$627K
PAG
442
Private Advisory Group
Washington
$627K
AFAS
443
Acorn Financial Advisory Services
Virginia
$625K +$60 +1 +0%
SWA
444
SFMG Wealth Advisors
Texas
$623K +$121 +2 +0%
WTC
445
WhitTier Trust Company
Nevada
$621K +$621K +10,263 New
CRC
446
Curi RMB Capital
Illinois
$620K +$1.33K +22 +0.2%
TCM
447
TruNorth Capital Management
Michigan
$619K
FA
448
Faithward Advisors
Pennsylvania
$617K -$44K -727 -7%
HA
449
Hanover Advisors
South Carolina
$615K -$1.51K -25 -0.2%
SFP
450
Sterling Financial Planning
New Jersey
$612K +$65.7K +1,087 +12%