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Dimensional US Equity ETF

729 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, 300 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+33
Holders Change %
+4.74%
% of All Funds
9.77%
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
300
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
FNT
576
First National Trust
Pennsylvania
$335K
FFWA
577
FRG Family Wealth Advisors
Washington
$335K
IIA
578
Integrity Investment Advisors
Colorado
$334K
BB
579
Busey Bank
Illinois
$333K -$3.02K -45 -0.9%
UB
580
UMB Bank
Missouri
$331K
VW
581
Vance Wealth
California
$330K +$42K +627 +15%
PWIA
582
Porter White Investment Advisors
Alabama
$326K
TWM
583
Tanager Wealth Management
United Kingdom
$326K +$871 +13 +0.3%
WIA
584
World Investment Advisors
California
$325K -$67 -1 -0%
OCM
585
One Capital Management
California
$324K
IWS
586
Integrity Wealth Solutions
Colorado
$324K +$32.2K +481 +11%
AWMNY
587
Arcadia Wealth Management (New York)
New York
$323K
WWM
588
Whalen Wealth Management
Nevada
$321K +$804 +12 +0.3%
MWM
589
MBE Wealth Management
Wisconsin
$320K
NCM
590
Noesis Capital Mangement
Florida
$319K
DCA
591
DSG Capital Advisors
Minnesota
$317K
VPIM
592
Vanguard Personalized Indexing Management
California
$315K
Renaissance Technologies
593
Renaissance Technologies
New York
$315K -$637K -9,500 -67%
CTWM
594
Cherry Tree Wealth Management
Minnesota
$314K
TNA
595
True North Advisors
Texas
$313K -$27.3K -408 -8%
DWA
596
Delap Wealth Advisory
Oregon
$312K +$10.1K +150 +3%
WAM
597
Weatherly Asset Management
California
$311K
VCM
598
Versant Capital Management
Arizona
$309K -$67.8K -1,011 -18%
SF
599
SageOak Financial
Oklahoma
$309K +$11.3K +168 +4%
WP
600
Westmount Partners
California
$306K