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Dimensional US Equity ETF

839 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, 355 increasing their positions, 222 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
135
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$98.9M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$98M
JWA
28
JFS Wealth Advisors
Pennsylvania
$96.3M
SFA
29
Sequoia Financial Advisors
Ohio
$92M
IDA
30
Intelligence Driven Advisers
California
$90.8M
CPIG
31
Chicago Partners Investment Group
Illinois
$85.8M
DPW
32
DiNuzzo Private Wealth
Pennsylvania
$83.4M
FFM
33
Forum Financial Management
Illinois
$83.1M
CFO
34
Colony Family Offices
North Carolina
$82.1M
MWM
35
Modera Wealth Management
New Jersey
$77.3M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$72.4M
FG
37
Foster Group
Iowa
$67.2M
EAM
38
Evanson Asset Management
California
$66.6M
AAM
39
Austin Asset Management
Texas
$66.5M
CL
40
Choreo LLC
Illinois
$66.2M
EFP
41
Elser Financial Planning
Indiana
$66M
SC
42
Savant Capital
Illinois
$65.8M
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$65.4M
HWMT
44
Heritage Wealth Management (Texas)
Texas
$63.4M
OFP
45
OLIO Financial Planning
Virginia
$62.6M
TWC
46
Tencap Wealth Coaching
Utah
$59.8M
WMN
47
Wealth Management Nebraska
Nebraska
$59.2M
QWM
48
Quadcap Wealth Management
Texas
$58.6M
JP Morgan Chase
49
JP Morgan Chase
New York
$56M
1WM
50
1900 Wealth Management
Texas
$55.9M