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Dimensional US Equity ETF

747 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 272 increasing their positions, 229 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
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
SWP
551
Sagespring Wealth Partners
Tennessee
$433K
DWA
552
Delap Wealth Advisory
Oregon
$427K
OFS
553
Orrstown Financial Services
Pennsylvania
$426K
SHJ
554
Sharkey, Howes & Javer
Colorado
$423K
BMWS
555
Brady Martz Wealth Solutions
North Dakota
$423K
RI
556
Ridgewood Investments
New Jersey
$420K
Empower Advisory Group
557
Empower Advisory Group
Colorado
$416K
AWMG
558
Alliance Wealth Management Group
New Jersey
$414K
TCM
559
Towercrest Capital Management
Pennsylvania
$414K
CCWM
560
Cassaday & Co Wealth Management
Virginia
$411K
BCM
561
Brookstone Capital Management
Illinois
$410K
FWCM
562
Ferguson Wellman Capital Management
Oregon
$409K
AA
563
Apriem Advisors
California
$406K
BEAM
564
Baker Ellis Asset Management
Washington
$405K
FMWA
565
Forvis Mazars Wealth Advisors
Missouri
$401K
TCWM
566
Total Clarity Wealth Management
Illinois
$401K
WAN
567
Wealth Advisors Northwest
Oregon
$397K
AA
568
Advisory Alpha
Michigan
$395K
VFP
569
Verus Financial Partners
Virginia
$394K
CW
570
CreativeOne Wealth
Kansas
$394K
SCA
571
Strathmore Capital Advisors
North Carolina
$387K
LFA
572
Legacy Financial Advisors
Kentucky
$384K
CA
573
CoreCap Advisors
Michigan
$384K
TA
574
TFB Advisors
Kansas
$381K
GCA
575
Gradient Capital Advisors
California
$376K