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Dimensional US Equity ETF

760 hedge funds and large institutions have $14B invested in Dimensional US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 279 increasing their positions, 233 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $12.4B → $14B (+$1.61B)

3% more funds holding

Funds holding: 739760 (+21)

1.31% more ownership

Funds ownership: 80.67%81.98% (+1.3%)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

Holders
760
Holders Change
+21
Holders Change %
+2.84%
% of All Funds
9.98%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
1.56%
New
50
Increased
279
Reduced
233
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gemmer Asset Management
California
$6.2M -$92K -1,321 -2%
UCFA
202
United Capital Financial Advisors
Texas
$6.12M -$39.7K -570 -0.7%
RW
203
Ridgeline Wealth
Arizona
$6.07M +$264K +3,788 +5%
VPF
204
Vantage Point Financial
Illinois
$5.99M -$328K -4,710 -5%
BA
205
Bridgewater Advisors
New York
$5.94M -$12.9K -185 -0.2%
OWA
206
Oak Wealth Advisors
Illinois
$5.89M -$59.5K -854 -1%
CA
207
Clearstead Advisors
Ohio
$5.83M -$138K -1,980 -2%
GFA
208
Grunden Financial Advisory
Texas
$5.82M -$35.2K -505 -0.6%
IA
209
IFG Advisory
Georgia
$5.78M -$16.7K -239 -0.3%
DWM
210
Dopkins Wealth Management
New York
$5.72M -$14.1K -203 -0.3%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$5.7M -$6.03M -86,510 -52%
MWM
212
Mission Wealth Management
California
$5.68M -$88.5K -1,270 -2%
SFG
213
SNS Financial Group
Minnesota
$5.49M -$208K -2,987 -4%
EWA
214
Exencial Wealth Advisors
Oklahoma
$5.37M +$105K +1,506 +2%
VAM
215
Virtue Asset Management
Illinois
$5.35M +$5.14M +73,836 New
CFO
216
CVA Family Office
Colorado
$5.17M +$161K +2,304 +3%
AFA
217
Avant Financial Advisors
Texas
$5.12M -$8.85K -127 -0.2%
EPM
218
Elm Partners Management
Pennsylvania
$5.12M +$4.92M +70,637 New
AWM
219
Ariadne Wealth Management
California
$4.99M
Fidelity Investments
220
Fidelity Investments
Massachusetts
$4.94M +$603K +8,650 +15%
IWN
221
Independent Wealth Network
Iowa
$4.9M -$120K -1,728 -2%
CB
222
Centennial Bank
Arkansas
$4.86M -$629K -9,034 -12%
VPWA
223
Vestia Personal Wealth Advisors
Indiana
$4.81M +$15.7K +225 +0.3%
ASN
224
Advisory Services Network
Georgia
$4.8M -$179K -2,575 -4%
CPC
225
Consolidated Planning Corp
Georgia
$4.77M +$16.7K +239 +0.4%