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Dimensional US Equity ETF

696 hedge funds and large institutions have $10.6B invested in Dimensional US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 209 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
9.45%
Holding in Top 10
117
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.74%
% of All Funds
1.59%
New
46
Increased
262
Reduced
209
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFO
176
Aurelius Family Office
New Hampshire
$5.77M -$74.3K -1,229 -1%
CFO
177
CVA Family Office
Colorado
$5.66M +$858K +14,189 +18%
EWA
178
EverSource Wealth Advisors
Alabama
$5.63M -$63.4K -1,049 -1%
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$5.59M -$68.5K -1,132 -1%
AWM
180
Ariadne Wealth Management
California
$5.55M -$178K -2,911 -3%
EFP
181
EnRich Financial Partners
Wisconsin
$5.45M -$111K -1,836 -2%
HA
182
Herold Advisors
New York
$5.44M +$902K +14,910 +20%
OIA
183
OneDigital Investment Advisors
Kansas
$5.43M +$394K +6,510 +8%
GAM
184
Gemmer Asset Management
California
$5.41M +$2.9K +48 +0.1%
UCFA
185
United Capital Financial Advisors
Texas
$5.3M +$92.9K +1,536 +2%
VPF
186
Vantage Point Financial
Illinois
$5.26M +$151K +2,491 +3%
CA
187
Clearstead Advisors
Ohio
$5.26M -$242K -4,004 -4%
FNBTCON
188
First National Bank & Trust Co of Newtown
Pennsylvania
$5.03M +$756K +12,505 +18%
MWA
189
Monograph Wealth Advisors
California
$4.99M +$4.99M +82,523 New
OWA
190
Oak Wealth Advisors
Illinois
$4.96M -$32.1K -530 -0.6%
EWA
191
Exencial Wealth Advisors
Oklahoma
$4.95M +$362K +5,993 +8%
TWM
192
Topsail Wealth Management
North Carolina
$4.93M -$1.28M -21,189 -21%
BA
193
Bridgewater Advisors
New York
$4.91M +$986K +16,445 +25%
HWM
194
Hemington Wealth Management
Virginia
$4.88M -$698K -11,547 -13%
MWM
195
Mission Wealth Management
California
$4.87M -$17.6K -291 -0.4%
SFG
196
SNS Financial Group
Minnesota
$4.83M -$63.5K -1,050 -1%
DWM
197
Dopkins Wealth Management
New York
$4.75M -$278K -4,597 -6%
GFA
198
Grunden Financial Advisory
Texas
$4.74M +$3.05M +50,474 +181%
IA
199
IFG Advisory
Georgia
$4.7M -$56.5K -934 -1%
AAS
200
Avantax Advisory Services
Texas
$4.64M +$422K +6,972 +10%