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Dimensional US Equity ETF

760 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 739760 (+21)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
760
Holders Change
+21
Holders Change %
+2.84%
% of All Funds
9.98%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
50
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
626
AlTi Global
New York
$311K
BlackRock
627
BlackRock
New York
$305K
AWMM
628
Aegis Wealth Management (Maryland)
Maryland
$305K +$293K +4,212 New
RPA
629
Redwood Park Advisors
California
$304K +$766 +11 +0.3%
M
630
MOTCO
Texas
$303K
CC
631
Capstone Capital
Nevada
$299K
AWE
632
Avidian Wealth Enterprises
Texas
$299K +$70 +1 +0%
YWM
633
Yukon Wealth Management
Kansas
$299K
AL
634
Aspiriant LLC
California
$295K
CA
635
CGN Advisors
Kansas
$294K
CNBOF
636
City National Bank of Florida
Florida
$294K
CIA
637
Concurrent Investment Advisors
Florida
$291K
IA
638
IFP Advisors
Florida
$288K +$268K +3,843 +2,889%
MWM
639
Modern Wealth Management
Kansas
$285K +$53.6K +769 +24%
NFA
640
Northern Financial Advisors
Michigan
$284K -$29.6K -425 -10%
GWS
641
Glassman Wealth Services
Virginia
$282K
EWP
642
Elevation Wealth Partners
California
$282K +$697 +10 +0.3%
BWM
643
BlackDiamond Wealth Management
New York
$278K +$24.5K +352 +10%
AMG
644
Advisors Management Group
Wisconsin
$277K
AG
645
Ascent Group
Virginia
$277K -$6.48K -93 -2%
HH
646
HWG Holdings
Texas
$277K
AO
647
Advisor OS
Illinois
$276K +$627 +9 +0.2%
MA
648
MJP Associates
Connecticut
$276K +$627 +9 +0.2%
PWM
649
Proathlete Wealth Management
Florida
$273K +$627 +9 +0.2%
CS
650
Capital Square
Tennessee
$271K