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Dimensional US Equity ETF

760 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, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 739760 (+21)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
760
Holders Change
+21
Holders Change %
+2.84%
% of All Funds
9.98%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
50
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$92.2M +$3.26M +46,774 +4%
FFM
27
Forum Financial Management
Illinois
$87.8M -$526K -7,546 -0.6%
MWM
28
Modera Wealth Management
New Jersey
$86.1M -$1.23M -17,642 -1%
Bank of America
29
Bank of America
North Carolina
$86M +$6.73M +96,587 +9%
DPW
30
DiNuzzo Private Wealth
Pennsylvania
$85.9M -$92.4K -1,326 -0.1%
AC
31
Apella Capital
Connecticut
$83.5M -$1.05M -15,132 -1%
CPIG
32
Chicago Partners Investment Group
Illinois
$81.3M +$555K +7,967 +0.7%
CFO
33
Colony Family Offices
North Carolina
$78.4M +$3.68M +52,881 +5%
FG
34
Foster Group
Iowa
$71.9M -$1.49M -21,414 -2%
AAM
35
Austin Asset Management
Texas
$69.3M -$2.05M -29,407 -3%
SC
36
Savant Capital
Illinois
$68.6M +$2.14M +30,715 +3%
CL
37
Choreo LLC
Illinois
$68.5M -$4.4M -63,166 -6%
PWM
38
PBMares Wealth Management
Virginia
$67M +$887K +12,736 +1%
EAM
39
Evanson Asset Management
California
$66.5M -$2.01M -28,864 -3%
JP Morgan Chase
40
JP Morgan Chase
New York
$65M -$1.07M -15,296 -2%
HWMT
41
Heritage Wealth Management (Texas)
Texas
$64.9M +$886K +12,719 +1%
OFP
42
OLIO Financial Planning
Virginia
$59.7M +$1.04M +14,883 +2%
WCWM
43
Willow Creek Wealth Management
California
$59.4M +$1.61M +23,048 +3%
1WM
44
1900 Wealth Management
Texas
$55.5M -$70.6K -1,014 -0.1%
EMC
45
Everest Management Corp
California
$54.8M +$448K +6,435 +0.9%
QWM
46
Quadcap Wealth Management
Texas
$54.4M -$6.05M -86,773 -10%
WMN
47
Wealth Management Nebraska
Nebraska
$54.1M +$1.76M +25,272 +4%
HSG
48
Helen Stephens Group
Texas
$52.7M +$2.24M +32,155 +5%
RCI
49
RS Crum Inc
California
$52.5M +$194K +2,791 +0.4%
Truist Financial
50
Truist Financial
North Carolina
$51.4M -$223K -3,202 -0.4%