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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 %
JWM
701
JFG Wealth Management
Colorado
-$830K -13,025 Closed
JWCA
702
J.W. Cole Advisors
Florida
-$807K -12,664 Closed
GLA
703
Great Lakes Advisors
Illinois
-$674K -10,571 Closed
SC
704
Scratch Capital
Idaho
-$603K -9,466 Closed
EBA
705
Eagle Bay Advisors
New York
-$441K -6,913 Closed
EA
706
Efficient Advisors
Ohio
-$419K -6,578 Closed
LWM
707
Lionshead Wealth Management
New York
-$292K -4,579 Closed
SW
708
SkyOak Wealth
Michigan
-$269K -4,213 Closed
SB
709
Strategic Blueprint
Georgia
-$239K -3,750 Closed
YIA
710
YHB Investment Advisors
Connecticut
-$227K -3,566 Closed
RCM
711
Raleigh Capital Management
North Carolina
-$224K -3,513 Closed
AWM
712
Accel Wealth Management
Iowa
-$224K -3,510 Closed
IIC
713
Ironwood Investment Counsel
Arizona
-$217K -3,401 Closed
Envestnet Portfolio Solutions
714
Envestnet Portfolio Solutions
Illinois
-$211K -3,306 Closed
PCI
715
Planning Center Inc
Illinois
-$209K -3,276 Closed
WT
716
Whittier Trust
California
-$136K -2,141 Closed
CFGS
717
Concourse Financial Group Securities
Alabama
-$85.8K -1,296 Closed
DSC
718
Duncker Streett & Co
Missouri
-$74.6K -1,170 Closed
DJSG
719
D.J. St. Germain
Massachusetts
-$44.6K -700 Closed
TSMHT
720
Thurston Springer Miller Herd & Titak
Indiana
-$29.7K -466 Closed
Citigroup
721
Citigroup
New York
-$19.3K -303 Closed
GM
722
GeoWealth Management
Illinois
-$3.38K -53 Closed