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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
MSFS
151
Main Street Financial Solutions
Pennsylvania
$10.1M
PCA
152
Prosperity Capital Advisors
Ohio
$10.1M
BI
153
Binnacle Investments
Iowa
$9.81M
BTWM
154
Baker Tilly Wealth Management
Wisconsin
$9.47M
SA
155
Seneschal Advisors
Washington
$9.23M
AUB
156
Atlantic Union Bankshares
Virginia
$9.11M
RSWM
157
Robertson Stephens Wealth Management
California
$8.94M
VWA
158
VSM Wealth Advisory
Maryland
$8.61M
CAM
159
CPA Asset Management
Florida
$8.56M
EFA
160
Edge Financial Advisors
Illinois
$8.31M
BW
161
BostonPremier Wealth
Massachusetts
$8.25M
JWM
162
JDH Wealth Management
California
$8.22M
FCG
163
Financial Connections Group
California
$8.19M
FWM
164
FMB Wealth Management
California
$8.13M
AFG
165
Altiora Financial Group
Ohio
$8.08M
SIA
166
SeaBridge Investment Advisors
New Jersey
$8.02M
NA
167
NewEdge Advisors
Louisiana
$7.99M
YWM
168
Yardley Wealth Management
Pennsylvania
$7.98M
CIAS
169
CFS Investment Advisory Services
New Jersey
$7.94M
HWM
170
Hemington Wealth Management
Virginia
$7.92M
GCA
171
Greenwood Capital Associates
South Carolina
$7.9M
KWA
172
Kondo Wealth Advisors
California
$7.87M
BAM
173
Bayshore Asset Management
Florida
$7.86M
FNBTCON
174
First National Bank & Trust Co of Newtown
Pennsylvania
$7.85M
KIM
175
Kestra Investment Management
Texas
$7.62M