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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
CWAG
576
Compton Wealth Advisory Group
Virginia
$374K
Citigroup
577
Citigroup
New York
$373K
SP
578
Stonebrook Private
Michigan
$371K
BC
579
Burney Company
Virginia
$371K
NAM
580
NTV Asset Management
West Virginia
$371K
CT
581
Caldwell Trust
Florida
$367K
BW
582
BIP Wealth
Georgia
$367K
FWM
583
Focused Wealth Management
New York
$364K
SWP
584
Strategic Wealth Partners
Ohio
$362K
FNT
585
First National Trust
Pennsylvania
$362K
FFWA
586
FRG Family Wealth Advisors
Washington
$362K
IIA
587
Integrity Investment Advisors
Colorado
$361K
PAM
588
Pacific Asset Management
Washington
$361K
BB
589
Busey Bank
Illinois
$357K
TWM
590
Tanager Wealth Management
United Kingdom
$353K
HCM
591
Hollencrest Capital Management
California
$352K
PWIA
592
Porter White Investment Advisors
Alabama
$352K
IWS
593
Integrity Wealth Solutions
Colorado
$351K
PPWM
594
PFG Private Wealth Management
Florida
$351K
OCM
595
One Capital Management
California
$350K
MPPLM
596
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$350K
AWMNY
597
Arcadia Wealth Management (New York)
New York
$350K
WIA
598
World Investment Advisors
California
$349K
WWM
599
Whalen Wealth Management
Nevada
$348K
MWM
600
MBE Wealth Management
Wisconsin
$346K