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Dimensional US Equity ETF

698 hedge funds and large institutions have $10.6B invested in Dimensional US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 209 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$73.9M
DPW
27
DiNuzzo Private Wealth
Pennsylvania
$72.4M
SC
28
SouthState Corp
Florida
$71.6M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$70.5M
MWM
30
Modera Wealth Management
New Jersey
$69.3M
MAC
31
Mason & Associates (California)
California
$64.7M
CPIG
32
Chicago Partners Investment Group
Illinois
$64M
AAM
33
Austin Asset Management
Texas
$63.4M
CL
34
Choreo LLC
Illinois
$61.7M
FG
35
Foster Group
Iowa
$61.6M
SC
36
Savant Capital
Illinois
$59.7M
EAM
37
Evanson Asset Management
California
$58.7M
CFO
38
Colony Family Offices
North Carolina
$58.1M
Bank of America
39
Bank of America
North Carolina
$57.2M
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$56.1M
PWM
41
PBMares Wealth Management
Virginia
$49.4M
HWMT
42
Heritage Wealth Management (Texas)
Texas
$47.3M
QWM
43
Quadcap Wealth Management
Texas
$46.6M
1WM
44
1900 Wealth Management
Texas
$46.3M
OFP
45
OLIO Financial Planning
Virginia
$46M
WCWM
46
Willow Creek Wealth Management
California
$45M
Truist Financial
47
Truist Financial
North Carolina
$44M
RCI
48
RS Crum Inc
California
$42M
AC
49
Apella Capital
Connecticut
$42M
WMN
50
Wealth Management Nebraska
Nebraska
$41.5M