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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 %
AMG
626
Advisors Management Group
Wisconsin
$257K
HH
627
HWG Holdings
Texas
$256K
MA
628
MJP Associates
Connecticut
$254K +$670 +10 +0.3%
AO
629
Advisor OS
Illinois
$254K +$670 +10 +0.3%
CIBC Private Wealth Group
630
CIBC Private Wealth Group
Georgia
$254K -$49.2K -734 -16%
CS
631
Capital Square
Tennessee
$253K +$6.77K +100 +3%
PWM
632
Proathlete Wealth Management
Florida
$252K +$670 +10 +0.3%
FHC
633
First Heartland Consultants
Missouri
$245K +$245K +3,659 New
STCOSD
634
Sageworth Trust Company of South Dakota
South Dakota
$245K +$245K +3,650 New
GD
635
Grandfield & Dodd
New York
$241K -$40.2K -600 -14%
HKIMG
636
Hutchens & Kramer Investment Management Group
Indiana
$237K +$237K +3,540 New
AI
637
Accredited Investors
Minnesota
$236K
SN
638
Sittner & Nelson
Oregon
$236K -$86.5K -1,290 -27%
FMWA
639
Forvis Mazars Wealth Advisors
Missouri
$235K
MSWM
640
McGlone Suttner Wealth Management
Wisconsin
$235K
RFC
641
Regions Financial Corp
Alabama
$234K
CCMG
642
Clark Capital Management Group
Pennsylvania
$233K -$70.8K -1,057 -23%
BWM
643
BlackDiamond Wealth Management
New York
$233K -$2.14K -32 -0.9%
PAM
644
Pacific Asset Management
Washington
$233K +$233K +3,476 New
C1AG
645
Client 1st Advisory Group
Florida
$233K
TWM
646
Tripletail Wealth Management
Florida
$230K +$230K +3,330 New
OW
647
Olistico Wealth
Oklahoma
$229K +$155K +2,316 +210%
FPCP
648
Fort Point Capital Partners
California
$227K -$181K -2,702 -44%
RP
649
Rowlandmiller & Partners
Georgia
$226K
AFA
650
American Financial Advisors
Georgia
$224K +$134 +2 +0.1%