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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 %
FFWA
576
FRG Family Wealth Advisors
Washington
$335K
IIA
577
Integrity Investment Advisors
Colorado
$334K
BB
578
Busey Bank
Illinois
$333K -$3.02K -45 -0.9%
UB
579
UMB Bank
Missouri
$331K
VW
580
Vance Wealth
California
$330K +$42K +627 +15%
PWIA
581
Porter White Investment Advisors
Alabama
$326K
TWM
582
Tanager Wealth Management
United Kingdom
$326K +$871 +13 +0.3%
WIA
583
World Investment Advisors
California
$325K -$67 -1 -0%
OCM
584
One Capital Management
California
$324K
IWS
585
Integrity Wealth Solutions
Colorado
$324K +$32.2K +481 +11%
AWMNY
586
Arcadia Wealth Management (New York)
New York
$323K
WWM
587
Whalen Wealth Management
Nevada
$321K +$804 +12 +0.3%
MWM
588
MBE Wealth Management
Wisconsin
$320K
NCM
589
Noesis Capital Mangement
Florida
$319K
DCA
590
DSG Capital Advisors
Minnesota
$317K
VPIM
591
Vanguard Personalized Indexing Management
California
$315K
Renaissance Technologies
592
Renaissance Technologies
New York
$315K -$637K -9,500 -67%
CTWM
593
Cherry Tree Wealth Management
Minnesota
$314K
TNA
594
True North Advisors
Texas
$313K -$27.3K -408 -8%
DWA
595
Delap Wealth Advisory
Oregon
$312K +$10.1K +150 +3%
WAM
596
Weatherly Asset Management
California
$311K
VCM
597
Versant Capital Management
Arizona
$309K -$67.8K -1,011 -18%
SF
598
SageOak Financial
Oklahoma
$309K +$11.3K +168 +4%
WP
599
Westmount Partners
California
$306K
TWP
600
Tyche Wealth Partners
Texas
$304K