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Dimensional US Equity ETF

735 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 302 increasing their positions, 194 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
451
Diversify Advisory Services
Utah
$736K
EFG
452
Everhart Financial Group
Ohio
$726K
SFP
453
Sterling Financial Planning
New Jersey
$717K
CCM
454
Coldstream Capital Management
Washington
$710K
LBC
455
Lowe Brockenbrough & Co
Virginia
$706K
WWC
456
Waypoint Wealth Counsel
Georgia
$697K
RWM
457
Ritholtz Wealth Management
New York
$695K
PAG
458
Private Advisory Group
Washington
$694K
FA
459
Faithward Advisors
Pennsylvania
$691K
WTC
460
WhitTier Trust Company
Nevada
$688K
TCM
461
TruNorth Capital Management
Michigan
$685K
SWA
462
SFMG Wealth Advisors
Texas
$682K
MCM
463
MAI Capital Management
Ohio
$678K
CCM
464
Condor Capital Management
New Jersey
$676K
RWRC
465
R.W. Roge & Company
New York
$675K
BWMG
466
Bannerman Wealth Management Group
Texas
$673K
BIG
467
Builder Investment Group
Georgia
$669K
MPW
468
Magnolia Private Wealth
Pennsylvania
$665K
TCM
469
Towneley Capital Management
California
$663K
GWA
470
Geometric Wealth Advisors
District of Columbia
$662K
IF
471
Integrity Financial
Wyoming
$650K
MWA
472
Midland Wealth Advisors
Illinois
$648K
CSI
473
Cross Staff Investments
New York
$642K
EFS
474
Essex Financial Services
Connecticut
$637K
BF
475
Brogan Financial
Tennessee
$637K