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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 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
WAM
676
Weatherly Asset Management
California
$329K
VCM
677
Versant Capital Management
Arizona
$329K +$741 +10 +0.2%
RFA
678
Reyes Financial Architecture
California
$327K +$342K +4,615 New
IWP
679
Integrity Wealth Partners
California
$324K +$339K +4,573 New
AWE
680
Avidian Wealth Enterprises
Texas
$324K +$32.5K +439 +11%
WWA
681
Wingate Wealth Advisors
Massachusetts
$323K +$815 +11 +0.2%
TWP
682
Tyche Wealth Partners
Texas
$322K
WSFS
683
Wilmington Savings Fund Society
Delaware
$321K
CF
684
Claris Financial
Virginia
$321K +$335K +4,522 New
CAG
685
Compass Advisory Group
New York
$320K +$334K +4,511 New
PP
686
PDS Planning
Ohio
$310K +$741 +10 +0.2%
EI
687
Ellevest Inc
New York
$308K +$741 +10 +0.2%
TNA
688
True North Advisors
Texas
$307K -$24.9K -336 -7%
IA
689
IFP Advisors
Florida
$307K +$25.8K +348 +9%
T
690
Tableaux
Massachusetts
$306K +$319K +4,309 New
SP
691
Stonebrook Private
Michigan
$305K +$148 +2 +0%
AG
692
AlTi Global
New York
$304K
AWMM
693
Aegis Wealth Management (Maryland)
Maryland
$302K +$815 +11 +0.3%
CS
694
Capital Square
Tennessee
$300K
RPA
695
Redwood Park Advisors
California
$299K +$741 +10 +0.2%
M
696
MOTCO
Texas
$297K
LEFP
697
Leading Edge Financial Planning
Tennessee
$296K -$105K -1,417 -25%
CSIC
698
Clifford Swan Investment Counsel
California
$294K
CC
699
Capstone Capital
Nevada
$293K
YWM
700
Yukon Wealth Management
Kansas
$292K