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Dimensional US Equity ETF

760 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, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 739760 (+21)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
760
Holders Change
+21
Holders Change %
+2.84%
% of All Funds
9.98%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
50
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$51.1M -$70.6M -1,013,563 -59%
ADL
52
Asset Dedication LLC
California
$50.6M +$1.92M +27,621 +4%
MAM
53
McLean Asset Management
Virginia
$48.3M -$1.06M -15,249 -2%
VWM
54
Vermillion Wealth Management
Minnesota
$47.1M +$336K +4,824 +0.7%
AssetMark Inc
55
AssetMark Inc
California
$46.2M -$4.05M -58,094 -8%
DAS
56
Dynamic Advisor Solutions
Arizona
$46M -$135K -1,935 -0.3%
CWG
57
Crown Wealth Group
North Carolina
$45.3M +$3.06M +43,878 +8%
FIM
58
Freedom Investment Management
Connecticut
$45.3M -$2.81M -40,306 -6%
KAS
59
Kestra Advisory Services
Texas
$43.3M -$301K -4,315 -0.7%
HWMG
60
Hurlow Wealth Management Group
Indiana
$42.7M +$5.65M +81,157 +16%
EH
61
Equitable Holdings
New York
$41.5M +$1.81M +25,911 +5%
Cerity Partners
62
Cerity Partners
New York
$39.9M -$1.68M -24,169 -4%
KCM
63
KM Capital Management
Texas
$39.7M -$1.37M -19,621 -3%
FFA
64
Farther Finance Advisors
California
$39.5M +$16.1M +231,580 +74%
HighTower Advisors
65
HighTower Advisors
Illinois
$38.6M +$2.41M +34,548 +7%
PHWM
66
Pine Harbor Wealth Management
Maryland
$37.9M +$241K +3,458 +0.7%
MAC
67
Mason & Associates (California)
California
$37.5M +$416K +5,975 +1%
DEM
68
Disciplined Equity Management
Florida
$37.1M +$906K +13,003 +3%
HIG
69
Heritage Investment Group
Florida
$36.6M -$6.27K -90 -0%
PWP
70
Parkwoods Wealth Partners
New York
$35.9M +$7.26M +104,135 +27%
GCM
71
Graver Capital Management
Ohio
$35.3M -$720K -10,334 -2%
WA
72
Wealthstream Advisors
New York
$35.2M -$856K -12,289 -2%
BPA
73
Beacon Pointe Advisors
California
$35.1M +$9.03M +129,592 +37%
ATI
74
ARK & TLK Investments
Oklahoma
$33.5M -$1.37M -19,613 -4%
TAM
75
TCP Asset Management
Ohio
$33.1M +$638K +9,156 +2%