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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
HWA
551
HMV Wealth Advisors
Louisiana
$456K
PW
552
Paladin Wealth
Minnesota
$454K
NPAN
553
Northeast Planning Associates NH
New Hampshire
$453K
GRP
554
Global Retirement Partners
California
$443K
NG
555
Norden Group
Utah
$441K
WTB
556
Washington Trust Bank
Washington
$436K
SWP
557
Sagespring Wealth Partners
Tennessee
$433K
DWA
558
Delap Wealth Advisory
Oregon
$427K
OFS
559
Orrstown Financial Services
Pennsylvania
$426K
SHJ
560
Sharkey, Howes & Javer
Colorado
$423K
BMWS
561
Brady Martz Wealth Solutions
North Dakota
$423K
RI
562
Ridgewood Investments
New Jersey
$420K
Empower Advisory Group
563
Empower Advisory Group
Colorado
$416K
TCM
564
Towercrest Capital Management
Pennsylvania
$414K
AWMG
565
Alliance Wealth Management Group
New Jersey
$414K
CCWM
566
Cassaday & Co Wealth Management
Virginia
$411K
BCM
567
Brookstone Capital Management
Illinois
$410K
FWCM
568
Ferguson Wellman Capital Management
Oregon
$409K
AA
569
Apriem Advisors
California
$406K
BEAM
570
Baker Ellis Asset Management
Washington
$405K
FMWA
571
Forvis Mazars Wealth Advisors
Missouri
$401K
TCWM
572
Total Clarity Wealth Management
Illinois
$401K
WAN
573
Wealth Advisors Northwest
Oregon
$397K
AA
574
Advisory Alpha
Michigan
$395K
VFP
575
Verus Financial Partners
Virginia
$394K