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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 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
MW
501
Marrick Wealth
California
$804K +$422K +5,698 +101%
RSWA
502
Robinson Smith Wealth Advisors
Maine
$798K +$619K +8,352 +288%
BAM
503
Belpointe Asset Management
Nevada
$785K
FCA
504
Fortis Capital Advisors
Kansas
$785K
SWM
505
Seaside Wealth Management
California
$779K
WN
506
Williams & Novak
California
$764K -$52.2K -705 -6%
LBC
507
Lowe Brockenbrough & Co
Virginia
$747K
SFP
508
Sterling Financial Planning
New Jersey
$739K +$889 +12 +0.1%
Natixis Advisors
509
Natixis Advisors
Massachusetts
$738K +$771K +10,410 New
WTC
510
WhitTier Trust Company
Nevada
$737K
WWC
511
Waypoint Wealth Counsel
Georgia
$737K
CAG
512
Csenge Advisory Group
Florida
$735K -$31K -418 -4%
TCM
513
TruNorth Capital Management
Michigan
$725K
Janney Montgomery Scott
514
Janney Montgomery Scott
Pennsylvania
$724K +$108K +1,458 +17%
CCM
515
Condor Capital Management
New Jersey
$716K
SWA
516
SFMG Wealth Advisors
Texas
$715K +$148 +2 +0%
CCM
517
Coldstream Capital Management
Washington
$711K
TCM
518
Towneley Capital Management
California
$707K +$1.78K +24 +0.2%
AWM
519
Avondale Wealth Management
Texas
$705K +$10K +135 +1%
GWA
520
Geometric Wealth Advisors
District of Columbia
$701K
MWA
521
Midland Wealth Advisors
Illinois
$683K -$2.15K -29 -0.3%
VWA
522
Visionary Wealth Advisors
Illinois
$682K +$40.5K +546 +6%
CIA
523
Compass Ion Advisors
Pennsylvania
$681K +$741 +10 +0.1%
SI
524
Stephens Inc
Arkansas
$681K +$712K +9,608 New
CSI
525
Cross Staff Investments
New York
$679K