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Dimensional US Equity ETF

736 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, 303 increasing their positions, 194 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
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
CIA
626
Concurrent Investment Advisors
Florida
$270K
AG
627
Ascent Group
Virginia
$262K
GWS
628
Glassman Wealth Services
Virginia
$261K
EWP
629
Elevation Wealth Partners
California
$260K
EFG
630
Elios Financial Group
Ohio
$259K
T
631
Tableaux
Massachusetts
$259K
AMG
632
Advisors Management Group
Wisconsin
$257K
HH
633
HWG Holdings
Texas
$256K
AO
634
Advisor OS
Illinois
$254K
MA
635
MJP Associates
Connecticut
$254K
CIBC Private Wealth Group
636
CIBC Private Wealth Group
Georgia
$254K
CS
637
Capital Square
Tennessee
$253K
PWM
638
Proathlete Wealth Management
Florida
$252K
FHC
639
First Heartland Consultants
Missouri
$245K
STCOSD
640
Sageworth Trust Company of South Dakota
South Dakota
$245K
GD
641
Grandfield & Dodd
New York
$241K
HKIMG
642
Hutchens & Kramer Investment Management Group
Indiana
$237K
AI
643
Accredited Investors
Minnesota
$236K
SN
644
Sittner & Nelson
Oregon
$236K
FMWA
645
Forvis Mazars Wealth Advisors
Missouri
$235K
MSWM
646
McGlone Suttner Wealth Management
Wisconsin
$235K
RFC
647
Regions Financial Corp
Alabama
$234K
CCMG
648
Clark Capital Management Group
Pennsylvania
$233K
BWM
649
BlackDiamond Wealth Management
New York
$233K
PAM
650
Pacific Asset Management
Washington
$233K