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DFUS

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
NP
476
NorthRock Partners
Minnesota
$873K +$1.93K +26 +0.2%
Ameriprise
477
Ameriprise
Minnesota
$867K -$157K -2,115 -15%
PMG
478
Private Management Group
California
$865K -$3.71K -50 -0.4%
CFFP
479
Center for Financial Planning
Michigan
$864K
PFM
480
Phillips Financial Management
Indiana
$863K -$76.7K -1,035 -8%
AF
481
Advisornet Financial
Minnesota
$863K -$3.48K -47 -0.4%
SRWM
482
Shira Ridge Wealth Management
California
$862K -$6.74K -91 -0.7%
FWI
483
Facet Wealth Inc
Maryland
$861K +$900K +12,148 New
MA
484
Montag & Associates
Georgia
$861K
WP
485
Wealthspan Partners
Iowa
$858K
GSEP
486
Golden State Equity Partners
California
$857K +$143K +1,934 +19%
GCM
487
Gambit Capital Management
Tennessee
$856K -$445 -6 -0%
WETS
488
Wealth Enhancement Trust Services
South Dakota
$855K
EFG
489
Everhart Financial Group
Ohio
$852K -$22.9K -309 -3%
FIC
490
Family Investment Center
Missouri
$852K -$4.3K -58 -0.5%
SIAG
491
Safeguard Investment Advisory Group
California
$847K -$14.6K -197 -2%
MWM
492
McCartney Wealth Management
Missouri
$836K
GWM
493
Geneos Wealth Management
Colorado
$832K
KA
494
Klingman & Associates
New York
$831K
CRC
495
Curi RMB Capital
Illinois
$820K +$1.78K +24 +0.2%
CB
496
Commerce Bank
Missouri
$820K +$13.4K +181 +2%
TFM
497
Trademark Financial Management
Minnesota
$815K
SWMG
498
Signature Wealth Management Group
Georgia
$812K +$308K +4,150 +57%
LIM
499
Leavell Investment Management
Alabama
$807K +$107K +1,444 +15%
WIA
500
World Investment Advisors
California
$806K -$889 -12 -0.1%