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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
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
SIS
92
Strategic Investment Solutions
Illinois
$22M
CWM
93
CarsonAllaria Wealth Management
Illinois
$21M
KAM
94
KEB Asset Management
Illinois
$20.9M
RHP
95
Royal Harbor Partners
Texas
$20.8M
MWM
96
Meritas Wealth Management
California
$20.6M
SFS
97
Security Financial Services
Indiana
$20.3M
RWM
98
Ruedi Wealth Management
Illinois
$20M
MWM
99
McMill Wealth Management
Nebraska
$19.9M
BWA
100
Babb Wealth Advisors
Arizona
$19.6M