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Dimensional US Equity ETF

733 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 302 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$16.7M
BWP
102
Bernardo Wealth Planning
Pennsylvania
$16.3M
Osaic Holdings
103
Osaic Holdings
Arizona
$16.2M
UBS Group
104
UBS Group
Switzerland
$16M
TFA
105
Trinity Financial Advisors
Ohio
$15.8M
SWP
106
Stratos Wealth Partners
Ohio
$15.7M
LFG
107
Larson Financial Group
Missouri
$15.7M
RHP
108
Royal Harbor Partners
Texas
$15.4M
CA
109
Claris Advisors
Missouri
$15.4M
IAG
110
Investmark Advisory Group
Connecticut
$15.1M
LFGO
111
Legacy Financial Group (Oklahoma)
Oklahoma
$14.5M
ACA
112
American Capital Advisory
Idaho
$14.1M
MFG
113
Mendota Financial Group
Wisconsin
$14M
GAM
114
GEM Asset Management
Michigan
$13.9M
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$13.7M
TCM
116
Tassel Capital Management
North Carolina
$13.5M
DWM
117
David Wealth Management
Virginia
$13.1M
HWM
118
HB Wealth Management
Georgia
$12.7M
NWM
119
Northwest Wealth Management
Iowa
$12.6M
PWMG
120
Private Wealth Management Group
New Jersey
$12.5M
CPA
121
Capital Performance Advisors
California
$12.2M
WANY
122
Wealthspire Advisors (New York)
New York
$12.2M
ACA
123
Aptus Capital Advisors
Alabama
$12.2M
AFA
124
Alpha Financial Advisors
North Carolina
$12M
KAS
125
KPP Advisory Services
Kentucky
$11.8M