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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 %
RI
551
Ridgewood Investments
New Jersey
$388K +$388K +5,794 New
BMWS
552
Brady Martz Wealth Solutions
North Dakota
$388K +$27.3K +407 +8%
Jane Street
553
Jane Street
New York
$385K -$1.88M -28,102 -83%
AWMG
554
Alliance Wealth Management Group
New Jersey
$383K
TCM
555
Towercrest Capital Management
Pennsylvania
$383K
CCWM
556
Cassaday & Co Wealth Management
Virginia
$380K
AA
557
Apriem Advisors
California
$376K
BEAM
558
Baker Ellis Asset Management
Washington
$374K
VFP
559
Verus Financial Partners
Virginia
$368K +$1.15K +17 +0.3%
WAN
560
Wealth Advisors Northwest
Oregon
$367K
AA
561
Advisory Alpha
Michigan
$363K +$363K +5,422 New
SAM
562
Synergy Asset Management
Washington
$363K +$81.3K +1,213 +29%
TCWM
563
Total Clarity Wealth Management
Illinois
$362K +$86.9K +1,297 +32%
Janney Montgomery Scott
564
Janney Montgomery Scott
Pennsylvania
$357K +$357K +5,328 New
CA
565
CoreCap Advisors
Michigan
$355K +$355K +5,301 New
GCP
566
Gill Capital Partners
Colorado
$354K -$9.25K -138 -3%
MWG
567
Martin Worley Group
Utah
$350K +$50.5K +753 +17%
CWAG
568
Compton Wealth Advisory Group
Virginia
$346K
GCA
569
Gradient Capital Advisors
California
$346K +$536 +8 +0.2%
BC
570
Burney Company
Virginia
$343K
NAM
571
NTV Asset Management
West Virginia
$343K
WTA
572
Washington Trust Advisors
Massachusetts
$341K
FWM
573
Focused Wealth Management
New York
$336K +$938 +14 +0.3%
SWP
574
Strategic Wealth Partners
Ohio
$335K +$335K +5,001 New
FNT
575
First National Trust
Pennsylvania
$335K