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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
NC
701
North Capital
Utah
$128K
AWM
702
Abound Wealth Management
Tennessee
$125K
BFPW
703
BOK Financial Private Wealth
Colorado
$118K
FAI
704
Fiduciary Advisors Inc
Missouri
$117K
MSWA
705
Marshall & Sterling Wealth Advisors
New York
$112K
SAM
706
S.A. Mason
Michigan
$108K
Fifth Third Bancorp
707
Fifth Third Bancorp
Ohio
$104K
TFM
708
TFC Financial Management
Massachusetts
$94.8K
SFC
709
SYM Financial Corp
Indiana
$90.3K
PMFA
710
Plante Moran Financial Advisors
Michigan
$84K
Russell Investments Group
711
Russell Investments Group
United Kingdom
$81K
FCT
712
First Community Trust
Iowa
$79.9K
RWM
713
Rialto Wealth Management
New York
$75K
CBT
714
Crews Bank & Trust
Florida
$74.9K
AWM
715
Accredited Wealth Management
Kentucky
$72.7K
GG
716
Gleason Group
Kentucky
$59.9K
Bessemer Group
717
Bessemer Group
New Jersey
$59K
PWAM
718
Private Wealth Asset Management
Iowa
$56.7K
FUBT
719
First United Bank & Trust
Maryland
$56.1K
CIAS
720
Capital Investment Advisory Services
North Carolina
$54.5K
DF
721
DecisionPoint Financial
Arizona
$52.8K
HWA
722
HHM Wealth Advisors
Tennessee
$42.1K
PA
723
Pineridge Advisors
Missouri
$41.2K
CCM
724
Cloud Capital Management
Washington
$41K
BC
725
Barrett & Company
Rhode Island
$38.8K