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Dimensional US Equity ETF

728 hedge funds and large institutions have $12.3B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 299 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+33
Holders Change %
+4.75%
% of All Funds
9.76%
Holding in Top 10
125
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.84%
% of All Funds
1.68%
New
64
Increased
299
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
526
Strathmore Capital Advisors
North Carolina
$450K +$450K +6,637 New
BPWM
527
Badgley Phelps Wealth Managers
Washington
$449K
BSSFA
528
Baron Silver Stevens Financial Advisors
Florida
$448K
SRCM
529
Signature Resources Capital Management
California
$443K +$23.5K +350 +6%
EP
530
Essential Planning
New Hampshire
$441K
GKWIM
531
Gerber Kawasaki Wealth & Investment Management
California
$439K +$1.21K +18 +0.3%
PWM
532
Penobscot Wealth Management
Maine
$437K
PTC
533
Private Trust Company
Ohio
$437K -$11.8K -176 -3%
RIP
534
RAM Investment Partners
Washington
$436K +$436K +6,500 New
AWS
535
Atria Wealth Solutions
New York
$429K
BCM
536
Brookstone Capital Management
Illinois
$428K -$23.3K -348 -5%
GWM
537
GSB Wealth Management
Connecticut
$426K
Citadel Advisors
538
Citadel Advisors
Florida
$424K +$424K +6,329 New
HCM
539
Hollencrest Capital Management
California
$424K
HWA
540
HMV Wealth Advisors
Louisiana
$422K
R
541
Rebalance
California
$421K +$1.14K +17 +0.3%
GRP
542
Global Retirement Partners
California
$420K +$420K +6,270 New
NPAN
543
Northeast Planning Associates NH
New Hampshire
$419K
SWMG
544
Signature Wealth Management Group
Georgia
$415K +$28.8K +430 +7%
NG
545
Norden Group
Utah
$407K +$1.07K +16 +0.3%
WTB
546
Washington Trust Bank
Washington
$403K
OFS
547
Orrstown Financial Services
Pennsylvania
$394K +$394K +5,881 New
PAS
548
Park Avenue Securities
New York
$391K +$92.8K +1,384 +31%
SHJ
549
Sharkey, Howes & Javer
Colorado
$390K +$1.07K +16 +0.3%
SWP
550
Sagespring Wealth Partners
Tennessee
$390K +$35.2K +525 +10%