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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 %
AFG
526
Atomi Financial Group
New York
$356K +$29.3K +485 +9%
SHJ
527
Sharkey, Howes & Javer
Colorado
$351K +$786 +13 +0.2%
SWMG
528
Signature Wealth Management Group
Georgia
$349K +$157K +2,591 +82%
AWMG
529
Alliance Wealth Management Group
New Jersey
$346K
TCM
530
Towercrest Capital Management
Pennsylvania
$346K
T
531
Tableaux
Massachusetts
$344K +$51.1K +845 +17%
CCWM
532
Cassaday & Co Wealth Management
Virginia
$343K
VCM
533
Versant Capital Management
Arizona
$340K +$544 +9 +0.2%
AA
534
Apriem Advisors
California
$339K
BEAM
535
Baker Ellis Asset Management
Washington
$338K +$338K +5,587 New
WAN
536
Wealth Advisors Northwest
Oregon
$331K
GCP
537
Gill Capital Partners
Colorado
$328K -$49.2K -813 -13%
BMWS
538
Brady Martz Wealth Solutions
North Dakota
$326K +$12K +198 +4%
CCM
539
Coldstream Capital Management
Washington
$320K
SWP
540
Sagespring Wealth Partners
Tennessee
$320K -$10.9K -180 -3%
VFP
541
Verus Financial Partners
Virginia
$314K +$232 +4 +0.1%
VWA
542
Valued Wealth Advisors
Utah
$314K -$419K -6,930 -57%
CWAG
543
Compton Wealth Advisory Group
Virginia
$312K
GCA
544
Gradient Capital Advisors
California
$312K -$5.38K -89 -2%
BC
545
Burney Company
Virginia
$309K
NAM
546
NTV Asset Management
West Virginia
$309K
WTA
547
Washington Trust Advisors
Massachusetts
$308K
TNA
548
True North Advisors
Texas
$307K
BB
549
Busey Bank
Illinois
$303K
FNT
550
First National Trust
Pennsylvania
$302K