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Dimensional US Equity ETF

848 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: 839848 (+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
848
Holders Change
+9
Holders Change %
+1.07%
% of All Funds
10.44%
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
PI
401
Parkside Investments
Illinois
$1.31M
VWA
402
Vistica Wealth Advisors
California
$1.3M
FFG
403
First Financial Group
North Carolina
$1.29M
PFA
404
Professional Financial Advisors
Nebraska
$1.27M +$10.9K +147 +0.8%
CFS
405
CRA Financial Services
New Jersey
$1.26M
VFA
406
Valeo Financial Advisors
Indiana
$1.25M -$16.1K -217 -1%
CCWA
407
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.24M +$3.04K +41 +0.2%
WB
408
WesBanco Bank
West Virginia
$1.23M
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$1.21M -$413K -5,577 -25%
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$1.21M
ACP
411
Aviance Capital Partners
Florida
$1.2M
HAP
412
Harbor Asset Planning
Massachusetts
$1.2M +$77.6K +1,047 +7%
TA
413
Tactive Advisors
Florida
$1.19M
MG
414
Mather Group
Illinois
$1.19M +$112K +1,516 +10%
TWP
415
Triad Wealth Partners
Kansas
$1.19M -$101K -1,357 -7%
TYCC
416
Texas Yale Capital Corp
Florida
$1.18M
KA
417
Kovack Advisors
Florida
$1.17M +$10K +135 +0.8%
SWM
418
SpringVest Wealth Management
Texas
$1.17M +$298K +4,023 +32%
ACS
419
Archford Capital Strategies
Illinois
$1.17M +$1.23M +16,533 New
M&T Bank
420
M&T Bank
New York
$1.17M -$74 -1 -0%
BW
421
BIP Wealth
Georgia
$1.17M +$826K +11,152 +209%
VWA
422
Valued Wealth Advisors
Utah
$1.16M +$5.48K +74 +0.5%
LF
423
LifeSteps Financial
California
$1.15M +$1.21M +16,282 New
NAM
424
NorthCrest Asset Manangement
Minnesota
$1.14M
JWCA
425
J.W. Cole Advisors
Florida
$1.13M -$514K -6,941 -30%