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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
AG
626
Ascent Group
Virginia
$262K
GWS
627
Glassman Wealth Services
Virginia
$261K
EWP
628
Elevation Wealth Partners
California
$260K
EFG
629
Elios Financial Group
Ohio
$259K
T
630
Tableaux
Massachusetts
$259K
AMG
631
Advisors Management Group
Wisconsin
$257K
HH
632
HWG Holdings
Texas
$256K
MA
633
MJP Associates
Connecticut
$254K
AO
634
Advisor OS
Illinois
$254K
CIBC Private Wealth Group
635
CIBC Private Wealth Group
Georgia
$254K
CS
636
Capital Square
Tennessee
$253K
PWM
637
Proathlete Wealth Management
Florida
$252K
FHC
638
First Heartland Consultants
Missouri
$245K
STCOSD
639
Sageworth Trust Company of South Dakota
South Dakota
$245K
GD
640
Grandfield & Dodd
New York
$241K
HKIMG
641
Hutchens & Kramer Investment Management Group
Indiana
$237K
AI
642
Accredited Investors
Minnesota
$236K
SN
643
Sittner & Nelson
Oregon
$236K
FMWA
644
Forvis Mazars Wealth Advisors
Missouri
$235K
MSWM
645
McGlone Suttner Wealth Management
Wisconsin
$235K
RFC
646
Regions Financial Corp
Alabama
$234K
CCMG
647
Clark Capital Management Group
Pennsylvania
$233K
BWM
648
BlackDiamond Wealth Management
New York
$233K
PAM
649
Pacific Asset Management
Washington
$233K
C1AG
650
Client 1st Advisory Group
Florida
$233K