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Dimensional US Equity ETF

736 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, 303 increasing their positions, 194 reducing their positions, and 20 closing their positions.

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