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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
RWM
726
Rialto Wealth Management
New York
$75K
CBT
727
Crews Bank & Trust
Florida
$74.9K
AWM
728
Accredited Wealth Management
Kentucky
$72.7K +$3.1M +44,521 +4,434%
GG
729
Gleason Group
Kentucky
$59.9K +$139 +2 +0.2%
Bessemer Group
730
Bessemer Group
New Jersey
$59K
PWAM
731
Private Wealth Asset Management
Iowa
$56.7K
FUBT
732
First United Bank & Trust
Maryland
$56.1K +$54K +775 New
CIAS
733
Capital Investment Advisory Services
North Carolina
$54.5K -$2.93K -42 -5%
DF
734
DecisionPoint Financial
Arizona
$52.8K +$50.6K +727 New
HWA
735
HHM Wealth Advisors
Tennessee
$42.1K +$40.5K +581 New
PA
736
Pineridge Advisors
Missouri
$41.2K +$139 +2 +0.4%
CCM
737
Cloud Capital Management
Washington
$41K +$40.1K +575 New
BC
738
Barrett & Company
Rhode Island
$38.8K
SS
739
Sunbelt Securities
Texas
$38.8K
Comerica Bank
740
Comerica Bank
Texas
$37.1K
FC
741
Fairscale Capital
New Hampshire
$36.9K
FDCDDQ
742
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.9K
CT
743
Colonial Trust
South Carolina
$29K
VWWMG
744
Vermillion & White Wealth Management Group
Pennsylvania
$26K
PS
745
Principal Securities
Iowa
$25.1K -$11K -158 -31%
TC
746
Truvestments Capital
Florida
$22.9K -$70 -1 -0.3%
GWSG
747
GPS Wealth Strategies Group
Colorado
$22.7K
CPG
748
Cornerstone Planning Group
New Jersey
$17.1K -$38.4K -551 -69%
TCOV
749
Trust Company of Vermont
Vermont
$16.4K +$15.8K +227 New
WAS
750
Winch Advisory Services
Wisconsin
$16.2K