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Dimensional US Equity ETF

733 hedge funds and large institutions have $12.4B invested in Dimensional US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 302 increasing their positions, 193 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$5.53M
OWA
202
Oak Wealth Advisors
Illinois
$5.5M
CMP
203
Coston McIsaac & Partners
Maine
$5.48M
GFA
204
Grunden Financial Advisory
Texas
$5.42M
WCM
205
Warburton Capital Management
Oklahoma
$5.39M
IA
206
IFG Advisory
Georgia
$5.37M
RW
207
Ridgeline Wealth
Arizona
$5.36M
MWM
208
Mission Wealth Management
California
$5.34M
AQR Capital Management
209
AQR Capital Management
Connecticut
$5.34M
DWM
210
Dopkins Wealth Management
New York
$5.31M
SFG
211
SNS Financial Group
Minnesota
$5.28M
LI
212
LVZ Inc
Michigan
$5.12M
SAI
213
Savvy Advisors Inc
New York
$5.12M
CB
214
Centennial Bank
Arkansas
$5.11M
AAS
215
Avantax Advisory Services
Texas
$5.03M
Jones Financial Companies
216
Jones Financial Companies
Missouri
$4.97M
EWA
217
Exencial Wealth Advisors
Oklahoma
$4.87M
AWM
218
Ariadne Wealth Management
California
$4.8M
AFA
219
Avant Financial Advisors
Texas
$4.75M
ASN
220
Advisory Services Network
Georgia
$4.71M
IWN
221
Independent Wealth Network
Iowa
$4.65M
CFO
222
CVA Family Office
Colorado
$4.63M
XPN
223
XY Planning Network
Montana
$4.5M
VPWA
224
Vestia Personal Wealth Advisors
Indiana
$4.44M
CPC
225
Consolidated Planning Corp
Georgia
$4.4M