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Dimensional US Equity ETF

755 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, 275 increasing their positions, 232 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
119
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
DWT
676
Dorsey & Whitney Trust
South Dakota
$225K
SRC
677
Sage Rhino Capital
California
$224K
BOC
678
Bull Oak Capital
California
$223K
GC
679
Gilbert & Cook
Iowa
$221K
SCM
680
SCS Capital Management
Massachusetts
$220K
AC
681
AlphaCore Capital
California
$220K
HFS
682
Hantz Financial Services
Michigan
$220K
BIG
683
Brooklyn Investment Group
New York
$216K
TWM
684
Tradition Wealth Management
Minnesota
$213K
RCM
685
RB Capital Management
Nevada
$213K
LA
686
Lynch & Associates
Indiana
$212K
PMIM
687
Prudent Man Investment Management
Colorado
$211K
RSWA
688
Robinson Smith Wealth Advisors
Maine
$210K
HPA
689
High Probability Advisors
New York
$209K
BFG
690
Bouchey Financial Group
New York
$209K
CSB
691
City State Bank
Iowa
$209K
BWM
692
BNC Wealth Management
Oregon
$208K
PAS
693
PKS Advisory Services
New York
$202K
LSA
694
Lion Street Advisors
Texas
$201K
AAS
695
Ameritas Advisory Services
Nebraska
$179K
GWSA
696
Global Wealth Strategies & Associates
Colorado
$177K
JWM
697
JPL Wealth Management
Colorado
$167K
PTC
698
Private Trust Company
Ohio
$165K
CSC
699
Caldwell Sutter Capital
California
$164K
FFA
700
Frazier Financial Advisors
Ohio
$157K