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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
SAW
476
Signal Advisors Wealth
Michigan
$654K
SA
477
Sincerus Advisory
New York
$652K
LGWM
478
Litman Gregory Wealth Management
California
$651K
LCWP
479
Legacy Capital Wealth Partners
Arkansas
$649K
Janney Montgomery Scott
480
Janney Montgomery Scott
Pennsylvania
$645K
AWM
481
Avondale Wealth Management
Texas
$643K
MMA
482
Miracle Mile Advisors
California
$640K
IF
483
Ironwood Financial
Arizona
$635K
LIM
484
Leavell Investment Management
Alabama
$631K
BAWC
485
Boyce & Associates Wealth Consulting
Texas
$631K
MF
486
Montis Financial
Massachusetts
$630K
TFA
487
TPG Financial Advisors
Oregon
$624K
FB
488
First Bancorp
Maine
$623K
CWM
489
Centric Wealth Management
Illinois
$623K
QHA
490
Quarry Hill Advisors
Minnesota
$622K
FIA
491
Foundations Investment Advisors
Arizona
$620K
MFS
492
Madrona Financial Services
Washington
$619K
Susquehanna International Group
493
Susquehanna International Group
Pennsylvania
$610K
FF
494
Francis Financial
$608K
BGWM
495
Bridge Generations Wealth Management
Florida
$606K
GOCP
496
Great Oak Capital Partners
Massachusetts
$602K
AFG
497
Atomi Financial Group
New York
$602K
AFAS
498
Acorn Financial Advisory Services
Virginia
$601K
FDCP
499
Foster Dykema Cabot & Partners
Massachusetts
$600K
SWM
500
SpringVest Wealth Management
Texas
$594K