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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
OCM
601
One Capital Management
California
$350K
MPPLM
602
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$350K
AWMNY
603
Arcadia Wealth Management (New York)
New York
$350K
WIA
604
World Investment Advisors
California
$349K
WWM
605
Whalen Wealth Management
Nevada
$348K
MWM
606
MBE Wealth Management
Wisconsin
$346K
SF
607
SageOak Financial
Oklahoma
$344K
UB
608
UMB Bank
Missouri
$343K
DCA
609
DSG Capital Advisors
Minnesota
$342K
VPIM
610
Vanguard Personalized Indexing Management
California
$341K
CTWM
611
Cherry Tree Wealth Management
Minnesota
$340K
TNA
612
True North Advisors
Texas
$338K
WAM
613
Weatherly Asset Management
California
$336K
VCM
614
Versant Capital Management
Arizona
$334K
WP
615
Westmount Partners
California
$332K
LEFP
616
Leading Edge Financial Planning
Tennessee
$330K
TWP
617
Tyche Wealth Partners
Texas
$329K
WWA
618
Wingate Wealth Advisors
Massachusetts
$329K
WSFS
619
Wilmington Savings Fund Society
Delaware
$328K
MWP
620
Meridian Wealth Partners
Pennsylvania
$326K
PP
621
PDS Planning
Ohio
$315K
EI
622
Ellevest Inc
New York
$313K
AG
623
AlTi Global
New York
$311K
BlackRock
624
BlackRock
New York
$305K
AWM
625
Aegis Wealth Management
Maryland
$305K