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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
PFA
101
Pillar Financial Advisors
Kentucky
$19.4M +$392K +5,624 +2%
WIM
102
Warwick Investment Management
Texas
$18.5M -$2.83M -40,692 -14%
BWP
103
Bernardo Wealth Planning
Pennsylvania
$18.3M +$714K +10,250 +4%
SWM
104
Spire Wealth Management
Virginia
$17.9M -$168K -2,417 -1%
TFA
105
Trinity Financial Advisors
Ohio
$17.8M +$660K +9,469 +4%
SWP
106
Stratos Wealth Partners
Ohio
$17.6M +$655K +9,403 +4%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$17.1M +$2.28M +32,687 +16%
LFG
108
Larson Financial Group
Missouri
$16.6M -$299K -4,298 -2%
UBS Group
109
UBS Group
Switzerland
$16.6M -$681K -9,771 -4%
LFGO
110
Legacy Financial Group (Oklahoma)
Oklahoma
$16.3M +$594K +8,528 +4%
MFG
111
Mendota Financial Group
Wisconsin
$16.1M +$1.01M +14,476 +7%
OIA
112
OneDigital Investment Advisors
Kansas
$16.1M +$5.32M +76,311 +52%
ACA
113
American Capital Advisory
Idaho
$15.7M +$428K +6,146 +3%
CA
114
Claris Advisors
Missouri
$15.4M
TCM
115
Tassel Capital Management
North Carolina
$15.3M +$682K +9,791 +5%
GAM
116
GEM Asset Management
Michigan
$14.9M -$99K -1,421 -0.7%
CWMA
117
Capstone Wealth Management (Alabama)
Alabama
$14.4M +$1.97M +28,279 +17%
PA
118
PFG Advisors
Arizona
$14.3M +$1.53M +21,969 +13%
CPWM
119
Cypress Point Wealth Management
Texas
$13.9M +$1.9M +27,307 +17%
HWM
120
HB Wealth Management
Georgia
$13.8M +$11.8K +169 +0.1%
PWMG
121
Private Wealth Management Group
New Jersey
$13.4M -$105K -1,500 -0.8%
KAS
122
KPP Advisory Services
Kentucky
$13.4M +$674K +9,678 +6%
CPA
123
Capital Performance Advisors
California
$13.4M +$198K +2,843 +2%
ACA
124
Aptus Capital Advisors
Alabama
$13.3M +$198K +2,841 +2%
WANY
125
Wealthspire Advisors (New York)
New York
$13.3M +$185K +2,656 +1%