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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
QFA
176
Quantum Financial Advisors
California
$7.6M
AWM
177
Axxcess Wealth Management
California
$7.42M
HA
178
Herold Advisors
New York
$7.38M
LFA
179
Lauterbach Financial Advisors
Texas
$7.35M
SB
180
Semitam Bonam
New York
$7.32M
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$7.28M
TWM
182
Topsail Wealth Management
North Carolina
$7.19M
EFP
183
EnRich Financial Partners
Wisconsin
$7.06M
AFO
184
Aurelius Family Office
New Hampshire
$6.9M
SP
185
Symmetry Partners
Connecticut
$6.79M
BH
186
Burk Holdings
Oklahoma
$6.76M
CMP
187
Coston McIsaac & Partners
Maine
$6.71M
SAI
188
Savvy Advisors Inc
New York
$6.67M
WCM
189
Warburton Capital Management
Oklahoma
$6.64M
IWB
190
Innovative Wealth Building
Maryland
$6.62M
TIM
191
Tortoise Investment Management
New York
$6.56M
EWA
192
EverSource Wealth Advisors
Alabama
$6.56M
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$6.55M
GI
194
Gradient Investments
Minnesota
$6.53M
RA
195
RFG Advisory
Alabama
$6.47M
LI
196
LVZ Inc
Michigan
$6.44M
FIS
197
Fischer Investment Strategies
California
$6.38M
KDA
198
Kraft Davis & Associates
Missouri
$6.2M
GAM
199
Gemmer Asset Management
California
$6.2M
UCFA
200
United Capital Financial Advisors
Texas
$6.12M