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Dimensional US Equity ETF

755 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 275 increasing their positions, 232 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
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
WWM
526
Westwood Wealth Management
California
$538K
ME
527
McIlrath & Eck
Washington
$535K
SVWG
528
Shared Vision Wealth Group
United States
$529K
TRCT
529
Tower Research Capital (TRC)
New York
$521K
FRA
530
Frank Rimerman Advisors
California
$521K
PWA
531
PCG Wealth Advisors
Kansas
$518K
QCM
532
QRG Capital Management
Illinois
$513K
BCM
533
Becker Capital Management
Oregon
$511K
CIA
534
Cladis Investment Advisory
Montana
$508K
ECM
535
Evergreen Capital Management
Washington
$502K
NDWM
536
New Dimensions Wealth Management
Texas
$500K
MCM
537
M1 Capital Management
Michigan
$491K
HCA
538
Heck Capital Advisors
Wisconsin
$490K
KBFS
539
Kohmann Bosshard Financial Services
Ohio
$490K
BPWM
540
Badgley Phelps Wealth Managers
Washington
$486K
BSSFA
541
Baron Silver Stevens Financial Advisors
Florida
$484K
CA
542
Cortland Associates
Missouri
$484K
TWC
543
TD Waterhouse Canada
Ontario, Canada
$484K
SWMG
544
Signature Wealth Management Group
Georgia
$482K
SRCM
545
Signature Resources Capital Management
California
$479K
EP
546
Essential Planning
New Hampshire
$477K
PWM
547
Penobscot Wealth Management
Maine
$472K
GKWIM
548
Gerber Kawasaki Wealth & Investment Management
California
$468K
GWM
549
GSB Wealth Management
Connecticut
$460K
R
550
Rebalance
California
$456K