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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
GWM
451
Geneos Wealth Management
Colorado
$769K
LBC
452
Lowe Brockenbrough & Co
Virginia
$763K
DPI
453
Diversified Portfolios Inc
Michigan
$758K
WWC
454
Waypoint Wealth Counsel
Georgia
$753K
RWM
455
Ritholtz Wealth Management
New York
$751K
PAG
456
Private Advisory Group
Washington
$751K
WTC
457
WhitTier Trust Company
Nevada
$747K
TCM
458
TruNorth Capital Management
Michigan
$741K
SWA
459
SFMG Wealth Advisors
Texas
$737K
CCM
460
Condor Capital Management
New Jersey
$731K
TCM
461
Towneley Capital Management
California
$719K
CCM
462
Coldstream Capital Management
Washington
$719K
GWA
463
Geometric Wealth Advisors
District of Columbia
$716K
MWA
464
Midland Wealth Advisors
Illinois
$702K
RWRC
465
R.W. Roge & Company
New York
$697K
CSI
466
Cross Staff Investments
New York
$694K
SVWAG
467
Sound View Wealth Advisors Group
Georgia
$690K
BF
468
Brogan Financial
Tennessee
$690K
BIG
469
Builder Investment Group
Georgia
$688K
SIM
470
Stratos Investment Management
Ohio
$685K
EFS
471
Essex Financial Services
Connecticut
$681K
HNB
472
Huntington National Bank
Ohio
$672K
CTC
473
Central Trust Company
Missouri
$671K
IFS
474
Intelligent Financial Strategies
Minnesota
$660K
VWA
475
Visionary Wealth Advisors
Illinois
$657K