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Dimensional US Equity ETF

733 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, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
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
GWS
626
Glassman Wealth Services
Virginia
$261K
EWP
627
Elevation Wealth Partners
California
$260K
EFG
628
Elios Financial Group
Ohio
$259K
AMG
629
Advisors Management Group
Wisconsin
$257K
HH
630
HWG Holdings
Texas
$256K
MA
631
MJP Associates
Connecticut
$254K
AO
632
Advisor OS
Illinois
$254K
CIBC Private Wealth Group
633
CIBC Private Wealth Group
Georgia
$254K
CS
634
Capital Square
Tennessee
$253K
PWM
635
Proathlete Wealth Management
Florida
$252K
FHC
636
First Heartland Consultants
Missouri
$245K
STCOSD
637
Sageworth Trust Company of South Dakota
South Dakota
$245K
GD
638
Grandfield & Dodd
New York
$241K
HKIMG
639
Hutchens & Kramer Investment Management Group
Indiana
$237K
AI
640
Accredited Investors
Minnesota
$236K
SN
641
Sittner & Nelson
Oregon
$236K
FMWA
642
Forvis Mazars Wealth Advisors
Missouri
$235K
MSWM
643
McGlone Suttner Wealth Management
Wisconsin
$235K
RFC
644
Regions Financial Corp
Alabama
$234K
CCMG
645
Clark Capital Management Group
Pennsylvania
$233K
BWM
646
BlackDiamond Wealth Management
New York
$233K
PAM
647
Pacific Asset Management
Washington
$233K
C1AG
648
Client 1st Advisory Group
Florida
$233K
TWM
649
Tripletail Wealth Management
Florida
$230K
OW
650
Olistico Wealth
Oklahoma
$229K