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Dimensional US Equity ETF

755 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 275 increasing their positions, 232 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
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
Baird Financial Group
451
Baird Financial Group
Wisconsin
$798K
SWM
452
Seaside Wealth Management
California
$796K
DAS
453
Diversify Advisory Services
Utah
$784K
CAG
454
Csenge Advisory Group
Florida
$778K
SFP
455
Sterling Financial Planning
New Jersey
$771K
GWM
456
Geneos Wealth Management
Colorado
$769K
LBC
457
Lowe Brockenbrough & Co
Virginia
$763K
DPI
458
Diversified Portfolios Inc
Michigan
$758K
WWC
459
Waypoint Wealth Counsel
Georgia
$753K
RWM
460
Ritholtz Wealth Management
New York
$751K
PAG
461
Private Advisory Group
Washington
$751K
WTC
462
WhitTier Trust Company
Nevada
$747K
TCM
463
TruNorth Capital Management
Michigan
$741K
SWA
464
SFMG Wealth Advisors
Texas
$737K
CCM
465
Condor Capital Management
New Jersey
$731K
TCM
466
Towneley Capital Management
California
$719K
CCM
467
Coldstream Capital Management
Washington
$719K
GWA
468
Geometric Wealth Advisors
District of Columbia
$716K
MWA
469
Midland Wealth Advisors
Illinois
$702K
RWRC
470
R.W. Roge & Company
New York
$697K
CSI
471
Cross Staff Investments
New York
$694K
SVWAG
472
Sound View Wealth Advisors Group
Georgia
$690K
BF
473
Brogan Financial
Tennessee
$690K
BIG
474
Builder Investment Group
Georgia
$688K
SIM
475
Stratos Investment Management
Ohio
$685K