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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 59 funds opening new positions, 359 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 33

60% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 224

1% more funds holding

Funds holding: 838847 (+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
847
Holders Change
+9
Holders Change %
+1.07%
% 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
59
Increased
359
Reduced
224
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
626
Ridgewood Investments
New Jersey
$412K +$430K +5,809 New
PB
627
Prosperity Bancshares
Texas
$407K -$14.8K -200 -3%
GVAG
628
Great Valley Advisor Group
Delaware
$406K
AWMG
629
Alliance Wealth Management Group
New Jersey
$406K
TCM
630
Towercrest Capital Management
Pennsylvania
$406K
CCWM
631
Cassaday & Co Wealth Management
Virginia
$402K
FWCM
632
Ferguson Wellman Capital Management
Oregon
$400K
AA
633
Apriem Advisors
California
$398K
BCM
634
Brookstone Capital Management
Illinois
$398K +$16.8K +227 +4%
BEAM
635
Baker Ellis Asset Management
Washington
$396K
FMWA
636
Forvis Mazars Wealth Advisors
Missouri
$393K
TCWM
637
Total Clarity Wealth Management
Illinois
$392K
WAN
638
Wealth Advisors Northwest
Oregon
$390K +$963 +13 +0.2%
SCI
639
Silver Coast Investments
United States
$388K +$405K +5,469 New
VPIM
640
Vanguard Personalized Indexing Management
California
$387K +$55.6K +750 +16%
CA
641
CoreCap Advisors
Michigan
$387K +$11.3K +153 +3%
DWA
642
Delap Wealth Advisory
Oregon
$386K
SF
643
SageOak Financial
Oklahoma
$385K +$39.2K +529 +11%
VFP
644
Verus Financial Partners
Virginia
$383K -$12.7K -171 -3%
GCA
645
Gradient Capital Advisors
California
$380K +$19.4K +262 +5%
GKWIM
646
Gerber Kawasaki Wealth & Investment Management
California
$377K -$86.1K -1,162 -18%
LFA
647
Legacy Financial Advisors
Kentucky
$376K
HWA
648
HMV Wealth Advisors
Louisiana
$374K -$76K -1,025 -16%
AWA
649
Arkadios Wealth Advisors
Georgia
$370K +$387K +5,221 New
CWAG
650
Compton Wealth Advisory Group
Virginia
$369K