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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
CW
576
CreativeOne Wealth
Kansas
$394K
SCA
577
Strathmore Capital Advisors
North Carolina
$387K
LFA
578
Legacy Financial Advisors
Kentucky
$384K
CA
579
CoreCap Advisors
Michigan
$384K
TA
580
TFB Advisors
Kansas
$381K
GCA
581
Gradient Capital Advisors
California
$376K
CWAG
582
Compton Wealth Advisory Group
Virginia
$374K
Citigroup
583
Citigroup
New York
$373K
SP
584
Stonebrook Private
Michigan
$371K
BC
585
Burney Company
Virginia
$371K
NAM
586
NTV Asset Management
West Virginia
$371K
CT
587
Caldwell Trust
Florida
$367K
BW
588
BIP Wealth
Georgia
$367K
FWM
589
Focused Wealth Management
New York
$364K
SWP
590
Strategic Wealth Partners
Ohio
$362K
FNT
591
First National Trust
Pennsylvania
$362K
FFWA
592
FRG Family Wealth Advisors
Washington
$362K
IIA
593
Integrity Investment Advisors
Colorado
$361K
PAM
594
Pacific Asset Management
Washington
$361K
BB
595
Busey Bank
Illinois
$357K
TWM
596
Tanager Wealth Management
United Kingdom
$353K
HCM
597
Hollencrest Capital Management
California
$352K
PWIA
598
Porter White Investment Advisors
Alabama
$352K
IWS
599
Integrity Wealth Solutions
Colorado
$351K
PPWM
600
PFG Private Wealth Management
Florida
$351K