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Dimensional US Equity ETF

747 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 272 increasing their positions, 229 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$32.5M
RS
77
Retirement Solution
Washington
$32.4M
MML Investors Services
78
MML Investors Services
Massachusetts
$31.8M
AAA
79
AG Asset Advisory
California
$31.7M
JTWM
80
Jackson Thornton Wealth Management
Alabama
$31.7M
DFS
81
Dixon Fnancial Services
California
$31.5M
SC
82
SouthState Corp
Florida
$31.4M
SHFA
83
SC&H Financial Advisors
Maryland
$31.2M
TFO
84
Timonier Family Office
North Carolina
$29.1M
PFG
85
Premier Financial Group
California
$27.2M
IAG
86
Investmark Advisory Group
Connecticut
$26M
Morgan Stanley
87
Morgan Stanley
New York
$25.2M
CPA
88
Cardiff Park Advisors
California
$24.9M
SWA
89
Sterling Wealth Advisors
Florida
$22.9M
AIC
90
Allodium Investment Consultants
Minnesota
$22.7M
Osaic Holdings
91
Osaic Holdings
Arizona
$22.2M
CWM
92
CarsonAllaria Wealth Management
Illinois
$21M
KAM
93
KEB Asset Management
Illinois
$20.9M
RHP
94
Royal Harbor Partners
Texas
$20.8M
MWM
95
Meritas Wealth Management
California
$20.6M
SFS
96
Security Financial Services
Indiana
$20.3M
RWM
97
Ruedi Wealth Management
Illinois
$20M
MWM
98
McMill Wealth Management
Nebraska
$19.9M
BWA
99
Babb Wealth Advisors
Arizona
$19.6M
PFA
100
Pillar Financial Advisors
Kentucky
$19.4M