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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
RW
201
Ridgeline Wealth
Arizona
$6.07M
VPF
202
Vantage Point Financial
Illinois
$5.99M
BA
203
Bridgewater Advisors
New York
$5.94M
OWA
204
Oak Wealth Advisors
Illinois
$5.89M
CA
205
Clearstead Advisors
Ohio
$5.83M
GFA
206
Grunden Financial Advisory
Texas
$5.82M
IA
207
IFG Advisory
Georgia
$5.78M
DWM
208
Dopkins Wealth Management
New York
$5.72M
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$5.7M
MWM
210
Mission Wealth Management
California
$5.68M
SFG
211
SNS Financial Group
Minnesota
$5.49M
EWA
212
Exencial Wealth Advisors
Oklahoma
$5.37M
VAM
213
Virtue Asset Management
Illinois
$5.35M
CFO
214
CVA Family Office
Colorado
$5.17M
AFA
215
Avant Financial Advisors
Texas
$5.12M
EPM
216
Elm Partners Management
Pennsylvania
$5.12M
AWM
217
Ariadne Wealth Management
California
$4.99M
Fidelity Investments
218
Fidelity Investments
Massachusetts
$4.94M
IWN
219
Independent Wealth Network
Iowa
$4.9M
CB
220
Centennial Bank
Arkansas
$4.86M
VPWA
221
Vestia Personal Wealth Advisors
Indiana
$4.81M
ASN
222
Advisory Services Network
Georgia
$4.8M
CPC
223
Consolidated Planning Corp
Georgia
$4.77M
HR
224
Hardy Reed
Mississippi
$4.64M
CL
225
CLG LLC
California
$4.55M