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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
BCI
301
Brinker Capital Investments
Pennsylvania
$2.81M -$452K -6,102 -13%
PAG
302
Poinciana Advisors Group
Florida
$2.78M -$40.6K -548 -1%
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$2.78M +$2.32M +31,296 +399%
LG
304
LAM Group
Oregon
$2.77M
SA
305
Sanctuary Advisors
Indiana
$2.75M +$326K +4,402 +13%
DFP
306
Donalies Financial Planning
District of Columbia
$2.73M -$19K -257 -0.7%
KCWM
307
Kane Co Wealth Management
Iowa
$2.62M -$86.3K -1,165 -3%
CB
308
Centennial Bank
Arkansas
$2.61M -$2.5M -33,700 -48%
WP
309
Walleye Partners
Wisconsin
$2.59M +$87.2K +1,177 +3%
NB
310
NBT Bank
New York
$2.57M +$2.67M +36,061 +24,366%
RIP
311
RAM Investment Partners
Washington
$2.56M +$1.06M +14,282 +65%
AC
312
Applied Capital
Arkansas
$2.55M +$1.08M +14,577 +68%
WTA
313
Washington Trust Advisors
Massachusetts
$2.55M -$17.3K -234 -0.6%
TWD
314
True Wealth Design
Ohio
$2.53M -$79.5K -1,073 -3%
MW
315
Merited Wealth
Florida
$2.53M +$315K +4,251 +14%
Lido Advisors
316
Lido Advisors
California
$2.52M +$2.59K +35 +0.1%
EWA
317
EP Wealth Advisors
California
$2.51M +$245K +3,311 +10%
LWM
318
LJI Wealth Management
Indiana
$2.5M -$2.8M -37,736 -52%
AWM
319
Accurate Wealth Management
Florida
$2.48M +$157K +2,119 +7%
EPP
320
ETF Portfolio Partners
Kansas
$2.48M
TCIIS
321
TIAA-CREF Individual & Institutional Services
New York
$2.42M +$2.53M +34,189 New
PWA
322
Physician Wealth Advisors
Utah
$2.42M +$3.48K +47 +0.1%
ANB
323
Amarillo National Bank
Texas
$2.41M
LPP
324
Life Planning Partners
Florida
$2.39M +$71.3K +962 +3%
HCA
325
Heck Capital Advisors
Wisconsin
$2.37M +$999K +13,487 +68%