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DFUS

Dimensional US Equity ETF

847 hedge funds and large institutions have $14.9B invested in Dimensional US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 359 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 33

60% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 225

1% more funds holding

Funds holding: 839847 (+8)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

1.73% less ownership

Funds ownership: 84.15%82.42% (-1.7%)

14% less capital invested

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

Holders
847
Holders Change
+8
Holders Change %
+0.95%
% of All Funds
10.43%
Holding in Top 10
137
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.44%
% of All Funds
1.69%
New
58
Increased
359
Reduced
225
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
226
Oakmont Advisory Group
New Mexico
$5.36M +$1.97M +26,523 +54%
SFG
227
SNS Financial Group
Minnesota
$5.32M -$20.7K -279 -0.4%
VAM
228
Virtue Asset Management
Illinois
$5.24M
CL
229
CLG LLC
California
$5.19M +$384K +5,179 +8%
IWN
230
Independent Wealth Network
Iowa
$5.19M +$346K +4,664 +7%
DWM
231
DWR Wealth Management
California
$5.19M +$2.76M +37,205 +98%
GWM
232
GK Wealth Management
Nevada
$5.19M +$5.58M +75,323 New
OWA
233
Oak Wealth Advisors
Illinois
$5.18M -$3.48K -47 -0.1%
FCG
234
Financial Connections Group
California
$5.1M +$95.4K +1,288 +2%
AFA
235
Avant Financial Advisors
Texas
$4.96M +$41.3K +558 +0.8%
WA
236
Waverly Advisors
Alabama
$4.95M +$1.85K +25 +0%
EWA
237
Exencial Wealth Advisors
Oklahoma
$4.93M -$335K -4,516 -6%
NRW
238
Nova R Wealth
Kansas
$4.89M +$3.19M +43,050 +166%
CA
239
Clune & Associates
Illinois
$4.88M +$422K +5,690 +9%
FF
240
Frankly Finances
Florida
$4.78M
AWM
241
Ariadne Wealth Management
California
$4.78M -$76.5K -1,033 -2%
BTWM
242
Baker Tilly Wealth Management
Wisconsin
$4.78M +$32.7K +441 +0.7%
ASN
243
Advisory Services Network
Georgia
$4.69M +$133K +1,793 +3%
VPWA
244
Vestia Personal Wealth Advisors
Indiana
$4.66M +$1.26K +17 +0%
CIM
245
Capital Investment Management
Missouri
$4.63M +$352K +4,744 +8%
HR
246
Hardy Reed
Mississippi
$4.54M
CPC
247
Consolidated Planning Corp
Georgia
$4.52M +$1.56K +21 +0%
FIS
248
Fischer Investment Strategies
California
$4.5M -$648K -8,748 -12%
ALWM
249
Andrews Lucia Wealth Management
California
$4.42M +$1.1M +14,881 +31%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$4.32M +$291K +3,923 +7%