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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 59 funds opening new positions, 359 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 33

60% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 224

1% more funds holding

Funds holding: 838847 (+9)

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
+9
Holders Change %
+1.07%
% 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
59
Increased
359
Reduced
224
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
251
Brown Advisory
Maryland
$4.26M +$122K +1,650 +3%
IWC
252
Integrated Wealth Concepts
Massachusetts
$4.24M +$507K +6,845 +13%
CAMG
253
CWA Asset Management Group
Florida
$4.17M -$46K -621 -1%
EWM
254
Empirical Wealth Management
Washington
$4.13M -$144K -1,948 -3%
HIA
255
HTG Investment Advisors
Connecticut
$4.11M
SHGA
256
Sand Hill Global Advisors
California
$4.05M -$23.3K -315 -0.5%
WRPWM
257
Werba Rubin Papier Wealth Management
California
$4.05M -$91.1K -1,230 -2%
MAS
258
MPWM Advisory Solutions
Georgia
$3.94M -$70.5K -952 -2%
CCA
259
Clarity Capital Advisors
Florida
$3.94M +$5.93K +80 +0.1%
AAP
260
Arax Advisory Partners
Colorado
$3.92M -$22.5M -303,254 -85%
SIMC
261
Squire Investment Management Company
Utah
$3.9M +$51.1K +690 +1%
LKBC
262
L.K. Benson & Company
Maryland
$3.88M +$5.78K +78 +0.1%
NRG
263
Nemes Rush Group
Michigan
$3.85M +$2.62M +35,303 +185%
BHWM
264
Beaird Harris Wealth Management
Texas
$3.83M
CAM
265
Clark Asset Management
New Hampshire
$3.8M +$371 +5 +0%
BP
266
Ballentine Partners
Massachusetts
$3.77M -$115K -1,551 -3%
AWM
267
Apollon Wealth Management
South Carolina
$3.68M -$51.6K -696 -1%
WFA
268
Websterrogers Financial Advisors
South Carolina
$3.64M -$177K -2,390 -4%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$3.61M +$8.82K +119 +0.2%
EWA
270
Elevate Wealth Advisory
Georgia
$3.56M +$725K +9,782 +24%
LWM
271
Lodestone Wealth Management
Washington
$3.55M +$151K +2,042 +4%
FWM
272
Forteris Wealth Management
New York
$3.54M -$3.63K -49 -0.1%
CAM
273
Cresset Asset Management
Illinois
$3.51M -$30.2K -408 -0.8%
SWM
274
Sterling Wealth Management
Illinois
$3.47M +$1.26K +17 +0%
RDWM
275
Red Door Wealth Management
Tennessee
$3.45M +$148 +2 +0%