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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
FC
276
Financial Council
Maryland
$3.43M
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$3.4M +$57.3K +773 +2%
BFG
278
Berger Financial Group
Minnesota
$3.4M +$179K +2,415 +5%
CWA
279
Canvas Wealth Advisors
Kansas
$3.35M -$1.9M -25,636 -35%
IWM
280
IHT Wealth Management
Illinois
$3.34M +$2.02M +27,291 +138%
EFG
281
Everest Financial Group
Minnesota
$3.33M +$3.48M +46,954 New
VFG
282
V2 Financial group
Illinois
$3.27M +$3.42M +46,168 New
PWPS
283
Pinnacle Wealth Planning Services
Ohio
$3.23M +$9.86K +133 +0.3%
PWP
284
Ponta Wealth Partners
Florida
$3.19M +$725K +9,783 +28%
NWM
285
Navigate Wealth Management
Alabama
$3.11M +$3M +40,540 New
CIA
286
Caerus Investment Advisors
Texas
$3.04M -$85.3K -1,151 -3%
FIA
287
Foundations Investment Advisors
Arizona
$3.04M -$9.86K -133 -0.3%
AWP
288
Abacus Wealth Partners
California
$3.03M +$1.11M +14,981 +54%
AWA
289
Acorn Wealth Advisors
Michigan
$3.01M +$963 +13 +0%
TCRG
290
Twin Cities Retirement Group
Minnesota
$3M +$122K +1,645 +4%
2WWM
291
21 West Wealth Management
California
$2.97M +$49.2K +664 +2%
RPGK
292
Retirement Planning Group (Kansas)
Kansas
$2.94M -$131K -1,773 -4%
KPWS
293
Kestra Private Wealth Services
Texas
$2.9M +$231K +3,117 +8%
SC
294
Shearwater Capital
Colorado
$2.9M +$1.56K +21 +0.1%
MGIA
295
Moneta Group Investment Advisors
Missouri
$2.9M +$593 +8 +0%
MFT
296
Moisand Fitzgerald Tamayo
Florida
$2.88M -$9.93K -134 -0.3%
Northern Trust
297
Northern Trust
Illinois
$2.85M
CW
298
Curio Wealth
Maryland
$2.84M +$251K +3,394 +9%
LI
299
LRI Investments
Florida
$2.82M +$7.04K +95 +0.2%
BF
300
Brooklyn FI
New York
$2.81M -$52.6K -710 -2%