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Dimensional US Equity ETF

729 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, 300 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+33
Holders Change %
+4.74%
% of All Funds
9.77%
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
300
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
451
Coldstream Capital Management
Washington
$710K +$355K +5,296 +100%
LBC
452
Lowe Brockenbrough & Co
Virginia
$706K -$71.1K -1,061 -9%
WWC
453
Waypoint Wealth Counsel
Georgia
$697K
RWM
454
Ritholtz Wealth Management
New York
$695K
PAG
455
Private Advisory Group
Washington
$694K
FA
456
Faithward Advisors
Pennsylvania
$691K +$7.04K +105 +1%
WTC
457
WhitTier Trust Company
Nevada
$688K
TCM
458
TruNorth Capital Management
Michigan
$685K
SWA
459
SFMG Wealth Advisors
Texas
$682K -$7.71K -115 -1%
MCM
460
MAI Capital Management
Ohio
$678K +$1.61K +24 +0.2%
CCM
461
Condor Capital Management
New Jersey
$676K
RWRC
462
R.W. Roge & Company
New York
$675K -$64.6K -965 -9%
BWMG
463
Bannerman Wealth Management Group
Texas
$673K
BIG
464
Builder Investment Group
Georgia
$669K +$99K +1,477 +17%
MPW
465
Magnolia Private Wealth
Pennsylvania
$665K -$13.3M -198,906 -95%
TCM
466
Towneley Capital Management
California
$663K +$1.81K +27 +0.3%
GWA
467
Geometric Wealth Advisors
District of Columbia
$662K
IF
468
Integrity Financial
Wyoming
$650K +$350K +5,221 +116%
MWA
469
Midland Wealth Advisors
Illinois
$648K -$3.42K -51 -0.5%
CSI
470
Cross Staff Investments
New York
$642K
EFS
471
Essex Financial Services
Connecticut
$637K -$166K -2,481 -21%
BF
472
Brogan Financial
Tennessee
$637K +$1.68K +25 +0.3%
Goldman Sachs
473
Goldman Sachs
New York
$635K +$635K +9,473 New
SVWAG
474
Sound View Wealth Advisors Group
Georgia
$634K
CTC
475
Central Trust Company
Missouri
$621K +$212K +3,160 +52%