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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
WIM
101
Warwick Investment Management
Texas
$18.5M
BWP
102
Bernardo Wealth Planning
Pennsylvania
$18.3M
SWM
103
Spire Wealth Management
Virginia
$17.9M
TFA
104
Trinity Financial Advisors
Ohio
$17.8M
SWP
105
Stratos Wealth Partners
Ohio
$17.6M
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$17.1M
LFG
107
Larson Financial Group
Missouri
$16.6M
UBS Group
108
UBS Group
Switzerland
$16.6M
LFGO
109
Legacy Financial Group (Oklahoma)
Oklahoma
$16.3M
MFG
110
Mendota Financial Group
Wisconsin
$16.1M
OIA
111
OneDigital Investment Advisors
Kansas
$16.1M
ACA
112
American Capital Advisory
Idaho
$15.7M
CA
113
Claris Advisors
Missouri
$15.4M
TCM
114
Tassel Capital Management
North Carolina
$15.3M
GAM
115
GEM Asset Management
Michigan
$14.9M
CWMA
116
Capstone Wealth Management (Alabama)
Alabama
$14.4M
PA
117
PFG Advisors
Arizona
$14.3M
CPWM
118
Cypress Point Wealth Management
Texas
$13.9M
HWM
119
HB Wealth Management
Georgia
$13.8M
PWMG
120
Private Wealth Management Group
New Jersey
$13.4M
KAS
121
KPP Advisory Services
Kentucky
$13.4M
CPA
122
Capital Performance Advisors
California
$13.4M
ACA
123
Aptus Capital Advisors
Alabama
$13.3M
WANY
124
Wealthspire Advisors (New York)
New York
$13.3M
Stifel Financial
125
Stifel Financial
Missouri
$13.3M