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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
PWMG
451
Prestige Wealth Management Group
New Jersey
$982K -$20.5K -277 -2%
TWC
452
TD Waterhouse Canada
Ontario, Canada
$974K +$272K +3,672 +37%
MWPCG
453
Measured Wealth Private Client Group
New Hampshire
$954K -$6.82K -92 -0.7%
FPCG
454
Forum Private Client Group
Indiana
$952K +$47.4K +639 +5%
CPA
455
Cathy Pareto & Associates
Florida
$951K +$2.52K +34 +0.3%
NGA
456
Naples Global Advisors
Florida
$933K
SAM
457
SP Asset Management
California
$933K +$2.3K +31 +0.2%
MAMG
458
Milestone Asset Management Group
Connecticut
$931K +$3.26K +44 +0.3%
PSP
459
Principal Street Partners
Tennessee
$931K +$2.3K +31 +0.2%
IAAG
460
Innovative Asset Advisors Group
Connecticut
$929K +$971K +13,098 New
BIG
461
Builder Investment Group
Georgia
$920K +$185K +2,499 +24%
Bank of New York Mellon
462
Bank of New York Mellon
New York
$918K -$28.2K -381 -3%
CPW
463
Cogent Private Wealth
Florida
$915K +$16.1K +217 +2%
RWM
464
Ritholtz Wealth Management
New York
$912K -$217K -2,926 -19%
PWM
465
Perigon Wealth Management
California
$909K -$48.9K -660 -5%
W
466
WPWealth
Texas
$908K +$949K +12,812 New
XT
467
XTX Topco
Cayman Islands
$899K +$939K +12,671 New
PAG
468
Private Advisory Group
Washington
$897K +$170K +2,290 +22%
IA
469
IFG Advisors
Missouri
$896K
PFA
470
Pure Financial Advisors
California
$889K -$53.4K -720 -5%
MPW
471
Magnolia Private Wealth
Pennsylvania
$883K -$174K -2,352 -16%
GS
472
GTS Securities
New York
$881K +$559K +7,539 +154%
HA
473
Hanover Advisors
South Carolina
$879K
Franklin Resources
474
Franklin Resources
California
$876K +$2.15K +29 +0.2%
EW
475
Evoke Wealth
California
$874K