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Dimensional US Equity ETF

696 hedge funds and large institutions have $10.6B invested in Dimensional US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 209 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
9.45%
Holding in Top 10
117
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.74%
% of All Funds
1.59%
New
46
Increased
262
Reduced
209
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
651
S.A. Mason
Michigan
$90.2K
1L
652
10Elms LLP
Oklahoma
$83.5K
TFM
653
TFC Financial Management
Massachusetts
$78.8K +$181 +3 +0.2%
SFC
654
SYM Financial Corp
Indiana
$75.4K
PMFA
655
Plante Moran Financial Advisors
Michigan
$70.1K +$16.3K +270 +30%
BlackRock
656
BlackRock
New York
$69.5K +$55.1K +911 +383%
Russell Investments Group
657
Russell Investments Group
United Kingdom
$67.6K
OW
658
Olistico Wealth
Oklahoma
$66.8K
FAI
659
Fiduciary Advisors Inc
Missouri
$64.6K +$181 +3 +0.3%
RWM
660
Rialto Wealth Management
New York
$62.6K
CBT
661
Crews Bank & Trust
Florida
$62.5K
AWM
662
Accredited Wealth Management
Kentucky
$60.7K
BA
663
Bristlecone Advisors
Washington
$56.2K
GG
664
Gleason Group
Kentucky
$49.7K +$121 +2 +0.2%
CIAS
665
Capital Investment Advisory Services
North Carolina
$49K +$4.42K +73 +10%
PS
666
Principal Securities
Iowa
$47.8K
AA
667
Ancora Advisors
Ohio
$47.5K
CPG
668
Cornerstone Planning Group
New Jersey
$46.4K +$31.3K +541 +208%
NRG
669
Nemes Rush Group
Michigan
$40.3K +$40.3K +667 New
PA
670
Pineridge Advisors
Missouri
$34.2K +$121 +2 +0.4%
BC
671
Barrett & Company
Rhode Island
$32.4K
SS
672
Sunbelt Securities
Texas
$32.4K
Comerica Bank
673
Comerica Bank
Texas
$31K
FDCDDQ
674
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.2K +$29.2K +482 New
CA
675
Continuum Advisory
Idaho
$27K