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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$92.2M
FFM
27
Forum Financial Management
Illinois
$87.8M
MWM
28
Modera Wealth Management
New Jersey
$86.1M
Bank of America
29
Bank of America
North Carolina
$86M
DPW
30
DiNuzzo Private Wealth
Pennsylvania
$85.9M
AC
31
Apella Capital
Connecticut
$83.5M
CPIG
32
Chicago Partners Investment Group
Illinois
$81.3M
CFO
33
Colony Family Offices
North Carolina
$78.4M
FG
34
Foster Group
Iowa
$71.9M
SC
35
Savant Capital
Illinois
$71M
AAM
36
Austin Asset Management
Texas
$69.3M
CL
37
Choreo LLC
Illinois
$68.5M
PWM
38
PBMares Wealth Management
Virginia
$67M
EAM
39
Evanson Asset Management
California
$66.5M
JP Morgan Chase
40
JP Morgan Chase
New York
$65M
HWMT
41
Heritage Wealth Management (Texas)
Texas
$64.9M
OFP
42
OLIO Financial Planning
Virginia
$59.7M
WCWM
43
Willow Creek Wealth Management
California
$59.4M
1WM
44
1900 Wealth Management
Texas
$55.5M
EMC
45
Everest Management Corp
California
$54.8M
QWM
46
Quadcap Wealth Management
Texas
$54.4M
WMN
47
Wealth Management Nebraska
Nebraska
$54.1M
HSG
48
Helen Stephens Group
Texas
$52.7M
RCI
49
RS Crum Inc
California
$52.5M
Truist Financial
50
Truist Financial
North Carolina
$51.4M