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Dimensional US Equity ETF

747 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 272 increasing their positions, 229 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
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
CA
626
CGN Advisors
Kansas
$294K
CNBOF
627
City National Bank of Florida
Florida
$294K
CIA
628
Concurrent Investment Advisors
Florida
$291K
MWM
629
Modern Wealth Management
Kansas
$285K
NFA
630
Northern Financial Advisors
Michigan
$284K
GWS
631
Glassman Wealth Services
Virginia
$282K
EWP
632
Elevation Wealth Partners
California
$282K
BWM
633
BlackDiamond Wealth Management
New York
$278K
AG
634
Ascent Group
Virginia
$277K
HH
635
HWG Holdings
Texas
$277K
AO
636
Advisor OS
Illinois
$276K
MA
637
MJP Associates
Connecticut
$276K
PWM
638
Proathlete Wealth Management
Florida
$273K
CS
639
Capital Square
Tennessee
$271K
CSS
640
Cubist Systematic Strategies
Connecticut
$269K
FA
641
FSA Advisors
Michigan
$266K
FHC
642
First Heartland Consultants
Missouri
$265K
KF
643
Krilogy Financial
Missouri
$265K
STCOSD
644
Sageworth Trust Company of South Dakota
South Dakota
$264K
GD
645
Grandfield & Dodd
New York
$261K
FPCP
646
Fort Point Capital Partners
California
$260K
Qube Research & Technologies (QRT)
647
Qube Research & Technologies (QRT)
United Kingdom
$255K
AI
648
Accredited Investors
Minnesota
$255K
SN
649
Sittner & Nelson
Oregon
$255K
HKIMG
650
Hutchens & Kramer Investment Management Group
Indiana
$254K