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Dimensional US Equity ETF

735 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 302 increasing their positions, 194 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
576
Washington Trust Advisors
Massachusetts
$341K
CT
577
Caldwell Trust
Florida
$340K
FWM
578
Focused Wealth Management
New York
$336K
SWP
579
Strategic Wealth Partners
Ohio
$335K
FNT
580
First National Trust
Pennsylvania
$335K
FFWA
581
FRG Family Wealth Advisors
Washington
$335K
IIA
582
Integrity Investment Advisors
Colorado
$334K
BB
583
Busey Bank
Illinois
$333K
UB
584
UMB Bank
Missouri
$331K
VW
585
Vance Wealth
California
$330K
PWIA
586
Porter White Investment Advisors
Alabama
$326K
TWM
587
Tanager Wealth Management
United Kingdom
$326K
WIA
588
World Investment Advisors
California
$325K
OCM
589
One Capital Management
California
$324K
IWS
590
Integrity Wealth Solutions
Colorado
$324K
AWMNY
591
Arcadia Wealth Management (New York)
New York
$323K
WWM
592
Whalen Wealth Management
Nevada
$321K
MWM
593
MBE Wealth Management
Wisconsin
$320K
NCM
594
Noesis Capital Mangement
Florida
$319K
DCA
595
DSG Capital Advisors
Minnesota
$317K
VPIM
596
Vanguard Personalized Indexing Management
California
$315K
Renaissance Technologies
597
Renaissance Technologies
New York
$315K
CTWM
598
Cherry Tree Wealth Management
Minnesota
$314K
TNA
599
True North Advisors
Texas
$313K
DWA
600
Delap Wealth Advisory
Oregon
$312K