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Dimensional US Equity ETF

733 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 302 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$46.7M
HSG
52
Helen Stephens Group
Texas
$46.6M
MAM
53
McLean Asset Management
Virginia
$45.5M
ADL
54
Asset Dedication LLC
California
$44.9M
FIM
55
Freedom Investment Management
Connecticut
$44.6M
VWM
56
Vermillion Wealth Management
Minnesota
$43.2M
DAS
57
Dynamic Advisor Solutions
Arizona
$42.7M
KAS
58
Kestra Advisory Services
Texas
$40.3M
CWG
59
Crown Wealth Group
North Carolina
$39M
Cerity Partners
60
Cerity Partners
New York
$38.5M
KCM
61
KM Capital Management
Texas
$38M
EH
62
Equitable Holdings
New York
$36.7M
PHWM
63
Pine Harbor Wealth Management
Maryland
$34.8M
MAC
64
Mason & Associates (California)
California
$34.3M
HWMG
65
Hurlow Wealth Management Group
Indiana
$34.1M
HIG
66
Heritage Investment Group
Florida
$33.8M
DEM
67
Disciplined Equity Management
Florida
$33.5M
HighTower Advisors
68
HighTower Advisors
Illinois
$33.4M
GCM
69
Graver Capital Management
Ohio
$33.4M
WA
70
Wealthstream Advisors
New York
$33.4M
ATI
71
ARK & TLK Investments
Oklahoma
$32.3M
AAA
72
AG Asset Advisory
California
$30.2M
RS
73
Retirement Solution
Washington
$30.1M
TAM
74
TCP Asset Management
Ohio
$30M
DFS
75
Dixon Fnancial Services
California
$29.6M