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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
Betterment LLC
126
Betterment LLC
New York
$13.3M
AFA
127
Alpha Financial Advisors
North Carolina
$12.9M
NWM
128
Northwest Wealth Management
Iowa
$12.9M
IAG
129
Investment Advisory Group
Massachusetts
$12.8M
AC
130
AWM Capital
Arizona
$12.6M
SPI
131
Sutton Place Investors
New York
$12.3M
CAC
132
Certified Advisory Corp
Florida
$12.1M
QCM
133
Quantinno Capital Management
New York
$11.7M
AQR Capital Management
134
AQR Capital Management
Connecticut
$11.5M
CWP
135
Concord Wealth Partners
Virginia
$11.5M
PWS
136
Physician Wealth Solutions
Nevada
$11.4M
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$11.4M
EFP
138
Envision Financial Planning
Tennessee
$11.4M
RCAG
139
Rehmann Capital Advisory Group
Michigan
$11.4M
HFS
140
Hughes Financial Services
Virginia
$11.2M
CFG
141
Cornerstone Financial Group
Nebraska
$11M
CPCP
142
Cedar Point Capital Partners
Iowa
$10.9M
AIS
143
American Investment Services
Massachusetts
$10.8M
RLWM
144
RF&L Wealth Management
Massachusetts
$10.6M
FEG
145
Fund Evaluation Group
Ohio
$10.5M
Jones Financial Companies
146
Jones Financial Companies
Missouri
$10.4M
Financial Engines Advisors
147
Financial Engines Advisors
California
$10.3M
PAG
148
Private Advisor Group
New Jersey
$10.3M
THL
149
Tillman Hartley LLC
Colorado
$10.2M
SFS
150
Sowell Financial Services
Arkansas
$10.1M