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Dimensional US Equity ETF

696 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
696
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
9.45%
Holding in Top 10
117
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.74%
% of All Funds
1.59%
New
46
Increased
262
Reduced
209
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
501
Cladis Investment Advisory
Montana
$424K -$25.7K -425 -6%
ECM
502
Evergreen Capital Management
Washington
$419K
KBFS
503
Kohmann Bosshard Financial Services
Ohio
$418K
NDWM
504
New Dimensions Wealth Management
Texas
$418K +$418K +6,907 New
Kovitz Investment Group Partners
505
Kovitz Investment Group Partners
Illinois
$416K
BCM
506
Brookstone Capital Management
Illinois
$407K -$19.2K -317 -4%
BPWM
507
Badgley Phelps Wealth Managers
Washington
$406K
PTC
508
Private Trust Company
Ohio
$405K +$28.6K +473 +8%
BSSFA
509
Baron Silver Stevens Financial Advisors
Florida
$404K
EP
510
Essential Planning
New Hampshire
$398K -$32M -529,137 -99%
GKWIM
511
Gerber Kawasaki Wealth & Investment Management
California
$395K +$847 +14 +0.2%
PWM
512
Penobscot Wealth Management
Maine
$394K
AWS
513
Atria Wealth Solutions
New York
$387K -$919K -15,201 -70%
BW
514
BIP Wealth
Georgia
$386K
GWM
515
GSB Wealth Management
Connecticut
$384K
HCM
516
Hollencrest Capital Management
California
$383K -$74.2K -1,227 -16%
HWA
517
HMV Wealth Advisors
Louisiana
$381K +$381K +6,295 New
KFG
518
Kelly Financial Group
Connecticut
$380K +$380K +6,287 New
R
519
Rebalance
California
$379K +$847 +14 +0.2%
SRCM
520
Signature Resources Capital Management
California
$378K
NPAN
521
Northeast Planning Associates NH
New Hampshire
$378K
CTC
522
Central Trust Company
Missouri
$369K
FPCP
523
Fort Point Capital Partners
California
$368K
NG
524
Norden Group
Utah
$366K +$847 +14 +0.2%
WTB
525
Washington Trust Bank
Washington
$364K