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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
HNB
701
Hilltop National Bank
Wyoming
$156K
OC
702
Oakworth Capital
Alabama
$151K
IWP
703
IAG Wealth Partners
Wisconsin
$136K
W
704
WealthCollab
Washington
$135K
AA
705
Atmos Advisory
Pennsylvania
$133K
AA
706
Ancora Advisors
Ohio
$133K
PCM
707
Perritt Capital Management
Illinois
$129K
BTI
708
Blue Trust Inc
Georgia
$129K
NC
709
North Capital
Utah
$128K
AWM
710
Abound Wealth Management
Tennessee
$125K
BFPW
711
BOK Financial Private Wealth
Colorado
$118K
FAI
712
Fiduciary Advisors Inc
Missouri
$117K
MSWA
713
Marshall & Sterling Wealth Advisors
New York
$112K
SAM
714
S.A. Mason
Michigan
$108K
Fifth Third Bancorp
715
Fifth Third Bancorp
Ohio
$104K
TFM
716
TFC Financial Management
Massachusetts
$94.8K
SFC
717
SYM Financial Corp
Indiana
$90.3K
PMFA
718
Plante Moran Financial Advisors
Michigan
$84K
Russell Investments Group
719
Russell Investments Group
United Kingdom
$81K
FCT
720
First Community Trust
Iowa
$79.9K
RWM
721
Rialto Wealth Management
New York
$75K
CBT
722
Crews Bank & Trust
Florida
$74.9K
AWM
723
Accredited Wealth Management
Kentucky
$72.7K
GG
724
Gleason Group
Kentucky
$59.9K
Bessemer Group
725
Bessemer Group
New Jersey
$59K