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Dimensional US Equity ETF

729 hedge funds and large institutions have $12.3B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 300 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+33
Holders Change %
+4.74%
% of All Funds
9.77%
Holding in Top 10
125
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.84%
% of All Funds
1.68%
New
64
Increased
300
Reduced
193
Closed
21
Calls
$255K
Puts
Net Calls
+$255K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
201
Oak Wealth Advisors
Illinois
$5.5M +$5.3K +79 +0.1%
CMP
202
Coston McIsaac & Partners
Maine
$5.48M +$621K +9,273 +13%
GFA
203
Grunden Financial Advisory
Texas
$5.42M +$170K +2,533 +3%
WCM
204
Warburton Capital Management
Oklahoma
$5.39M +$4.02M +58,377 +294%
IA
205
IFG Advisory
Georgia
$5.37M +$162K +2,423 +3%
RW
206
Ridgeline Wealth
Arizona
$5.36M -$1.06M -15,851 -17%
MWM
207
Mission Wealth Management
California
$5.34M -$50.7K -756 -0.9%
AQR Capital Management
208
AQR Capital Management
Connecticut
$5.34M +$922K +13,757 +21%
DWM
209
Dopkins Wealth Management
New York
$5.31M +$41.6K +620 +0.8%
SFG
210
SNS Financial Group
Minnesota
$5.28M -$75.4K -1,125 -1%
LI
211
LVZ Inc
Michigan
$5.12M +$193K +2,880 +4%
SAI
212
Savvy Advisors Inc
New York
$5.12M +$1.87M +27,884 +57%
CB
213
Centennial Bank
Arkansas
$5.11M +$1.45M +21,702 +40%
AAS
214
Avantax Advisory Services
Texas
$5.03M -$117K -1,739 -2%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$4.97M +$3.24M +48,608 +188%
EWA
216
Exencial Wealth Advisors
Oklahoma
$4.87M -$617K -9,206 -11%
AWM
217
Ariadne Wealth Management
California
$4.8M -$1.57M -22,341 -25%
AFA
218
Avant Financial Advisors
Texas
$4.75M +$153K +2,288 +3%
ASN
219
Advisory Services Network
Georgia
$4.71M -$4.8K -70 -0.1%
IWN
220
Independent Wealth Network
Iowa
$4.65M +$277K +4,129 +6%
CFO
221
CVA Family Office
Colorado
$4.63M -$1.64M -24,436 -26%
XPN
222
XY Planning Network
Montana
$4.5M +$2.29M +34,137 +104%
VPWA
223
Vestia Personal Wealth Advisors
Indiana
$4.44M +$3.62K +54 +0.1%
CPC
224
Consolidated Planning Corp
Georgia
$4.4M -$301K -4,486 -6%
HR
225
Hardy Reed
Mississippi
$4.29M