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Dimensional US Equity ETF

747 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 272 increasing their positions, 229 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$401M
2 +$106M
3 +$97.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$80.8M
5
Mariner
Mariner
Kansas
+$27.2M

Top Sellers

1 -$680M
2 -$190M
3 -$72.7M
4
SC
SouthState Corp
Florida
-$34.4M
5
MPW
MASECO Private Wealth
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
651
McGlone Suttner Wealth Management
Wisconsin
$254K
RFC
652
Regions Financial Corp
Alabama
$252K
CCMG
653
Clark Capital Management Group
Pennsylvania
$252K
C1AG
654
Client 1st Advisory Group
Florida
$252K
CIBC Private Wealth Group
655
CIBC Private Wealth Group
Georgia
$252K
OW
656
Olistico Wealth
Oklahoma
$248K
SVCP
657
Silicon Valley Capital Partners
California
$247K
RP
658
Rowlandmiller & Partners
Georgia
$244K
TWM
659
Tripletail Wealth Management
Florida
$244K
AFA
660
American Financial Advisors
Georgia
$243K
M
661
MATAURO
New York
$240K
SB
662
Strategic Blueprint
Georgia
$237K
AWM
663
Accel Wealth Management
Iowa
$236K
IIC
664
Ironwood Investment Counsel
Arizona
$233K
MA
665
Mutual Advisors
Nebraska
$232K
PCI
666
Planning Center Inc
Illinois
$231K
DI
667
Disciplined Investors
Texas
$230K
DWT
668
Dorsey & Whitney Trust
South Dakota
$225K
SRC
669
Sage Rhino Capital
California
$224K
BOC
670
Bull Oak Capital
California
$223K
GC
671
Gilbert & Cook
Iowa
$221K
AC
672
AlphaCore Capital
California
$220K
SCM
673
SCS Capital Management
Massachusetts
$220K
HFS
674
Hantz Financial Services
Michigan
$220K
BIG
675
Brooklyn Investment Group
New York
$216K