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DFUS

Dimensional US Equity ETF
DFUS

852 hedge funds and large institutions have $14.9B invested in Dimensional US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 361 increasing their positions, 225 reducing their positions, and 33 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

less funds holding in top 10

Funds holding in top 10: →

1.73% less ownership

Funds ownership: 84.16% → 82.43% (-1.7%)

14% less capital invested

Capital invested by funds: $17.4B → $14.9B (-$2.45B)

Holders
852
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
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

Rank Fund Capital Flow
1
+$70.9M
2
+$65.8M
3
+$59.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$42.1M
5
Bank of America
Bank of America
North Carolina
+$34.6M

Top Sellers

Rank Fund Capital Flow
1
-$165M
2
-$130M
3
-$40.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$29.5M
5
ADL
Asset Dedication LLC
California
-$27.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$3.13B
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$664M
MPW
3
MASECO Private Wealth
$531M
RFP
4
Root Financial Partners
California
$434M
VT
5
Vise Technologies
New York
$352M
IFA
6
Index Fund Advisors
California
$351M
PL
7
Plancorp LLC
Missouri
$330M
SWA
8
Sax Wealth Advisors
New Jersey
$287M
LPL Financial
9
LPL Financial
California
$260M
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$241M
Creative Planning
11
Creative Planning
Kansas
$238M
TWA
12
TCI Wealth Advisors
Arizona
$236M
Mariner
13
Mariner
Kansas
$212M
GWWM
14
Great Waters Wealth Management
Minnesota
$200M
FPAS
15
Focus Partners Advisor Solutions
Missouri
$180M
ZF
16
Zhang Financial
Michigan
$180M
AC
17
Apella Capital
Connecticut
$169M
GCM
18
G2 Capital Management
Ohio
$165M
SAM
19
Smartleaf Asset Management
Massachusetts
$129M
CPA
20
Capital Performance Advisors
California
$120M
Bank of America
21
Bank of America
North Carolina
$120M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$117M
Corient Private Wealth
23
Corient Private Wealth
Florida
$117M
Raymond James Financial
24
Raymond James Financial
Florida
$111M
FFM
25
Flagstone Financial Management
Nebraska
$109M
1
2 3 4 5

DFUS Hedge Fund Activity: Q1 2026 in Review

852 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2026, worth a combined $14.9B — down 14% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new DFUS positions and 33 closed out — a net gain of 26 holders — while 361 added to existing stakes and 225 trimmed.

The largest buyer was Apella Capital, adding an estimated $70.9M. The largest seller was Align Financial, cutting an estimated $165M.

  • 852 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2026, up from 842 in Q4 2025.
  • Funds reported $14.9B of Dimensional US Equity ETF stock for Q1 2026, down 14% quarter-over-quarter.
  • 59 funds opened new Dimensional US Equity ETF positions in Q1 2026 and 33 closed out, a net change of +26 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2026 was Apella Capital, an estimated $70.9M added.
  • The largest Dimensional US Equity ETF seller in Q1 2026 was Align Financial, an estimated $165M sold.

Based on aggregated 13F filings for Q1 2026.