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Dimensional US Equity ETF

735 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 302 increasing their positions, 194 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
526
Kohmann Bosshard Financial Services
Ohio
$463K
SP
527
Stonebrook Private
Michigan
$460K
SWM
528
SpringVest Wealth Management
Texas
$455K
MCM
529
M1 Capital Management
Michigan
$454K
SCA
530
Strathmore Capital Advisors
North Carolina
$450K
BPWM
531
Badgley Phelps Wealth Managers
Washington
$449K
BSSFA
532
Baron Silver Stevens Financial Advisors
Florida
$448K
SRCM
533
Signature Resources Capital Management
California
$443K
EP
534
Essential Planning
New Hampshire
$441K
GKWIM
535
Gerber Kawasaki Wealth & Investment Management
California
$439K
PWM
536
Penobscot Wealth Management
Maine
$437K
PTC
537
Private Trust Company
Ohio
$437K
RIP
538
RAM Investment Partners
Washington
$436K
AWS
539
Atria Wealth Solutions
New York
$429K
BCM
540
Brookstone Capital Management
Illinois
$428K
GWM
541
GSB Wealth Management
Connecticut
$426K
Citadel Advisors
542
Citadel Advisors
Florida
$424K
HCM
543
Hollencrest Capital Management
California
$424K
HWA
544
HMV Wealth Advisors
Louisiana
$422K
R
545
Rebalance
California
$421K
GRP
546
Global Retirement Partners
California
$420K
NPAN
547
Northeast Planning Associates NH
New Hampshire
$419K
SWMG
548
Signature Wealth Management Group
Georgia
$415K
NG
549
Norden Group
Utah
$407K
WTB
550
Washington Trust Bank
Washington
$403K