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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 %
SPWG
551
Sage Private Wealth Group
Illinois
$302K +$302K +4,997 New
FWM
552
Focused Wealth Management
New York
$302K +$665 +11 +0.2%
FFWA
553
FRG Family Wealth Advisors
Washington
$302K
IIA
554
Integrity Investment Advisors
Colorado
$302K +$302K +4,989 New
AG
555
Ascent Group
Virginia
$300K -$15.2K -251 -5%
UB
556
UMB Bank
Missouri
$299K
FIA
557
Foundations Investment Advisors
Arizona
$298K -$51.2K -847 -15%
PWIA
558
Porter White Investment Advisors
Alabama
$294K
WIA
559
World Investment Advisors
California
$294K +$605 +10 +0.2%
TWM
560
Tanager Wealth Management
United Kingdom
$293K +$605 +10 +0.2%
OCM
561
One Capital Management
California
$292K
AWMNY
562
Arcadia Wealth Management (New York)
New York
$292K
SN
563
Sittner & Nelson
Oregon
$291K +$246K +4,074 +558%
WWM
564
Whalen Wealth Management
Nevada
$289K +$665 +11 +0.2%
MWM
565
MBE Wealth Management
Wisconsin
$289K +$289K +4,771 New
NCM
566
Noesis Capital Mangement
Florida
$288K
GWS
567
Glassman Wealth Services
Virginia
$287K +$7.02K +116 +3%
DCA
568
DSG Capital Advisors
Minnesota
$286K
VPIM
569
Vanguard Personalized Indexing Management
California
$285K
CTWM
570
Cherry Tree Wealth Management
Minnesota
$284K
WAM
571
Weatherly Asset Management
California
$281K
WP
572
Westmount Partners
California
$276K
CCMG
573
Clark Capital Management Group
Pennsylvania
$275K -$86.2K -1,426 -24%
TWP
574
Tyche Wealth Partners
Texas
$274K
FI
575
Financial Insights
Washington
$274K