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Dimensional US Equity ETF

849 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: 840849 (+9)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

1.73% less ownership

Funds ownership: 84.16%82.43% (-1.7%)

14% less capital invested

Capital invested by funds: $17.4B → $14.9B (-$2.45B)

Holders
849
Holders Change
+9
Holders Change %
+1.07%
% of All Funds
10.45%
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
AW
726
Aspirean Wealth
California
$252K +$593 +8 +0.2%
CA
727
Cortland Associates
Missouri
$251K -$66K -890 -20%
SN
728
Sittner & Nelson
Oregon
$249K
MSWM
729
McGlone Suttner Wealth Management
Wisconsin
$248K
RFC
730
Regions Financial Corp
Alabama
$247K
C1AG
731
Client 1st Advisory Group
Florida
$246K
CCMG
732
Clark Capital Management Group
Pennsylvania
$246K -$593 -8 -0.2%
OW
733
Olistico Wealth
Oklahoma
$245K +$889 +12 +0.3%
RF
734
Rossby Financial
Florida
$245K +$254K +3,422 New
SVCP
735
Silicon Valley Capital Partners
California
$243K +$593 +8 +0.2%
HF
736
HRT Financial
New York
$242K -$320K -4,313 -56%
IF
737
Integrity Financial
Wyoming
$242K -$75.4K -1,017 -23%
WW
738
Winnow Wealth
Texas
$242K +$227K +3,063 +890%
ODIJL
739
One Day In July LLC
Vermont
$240K
BWM
740
BlackDiamond Wealth Management
New York
$239K -$815 -11 -0.3%
RP
741
Rowlandmiller & Partners
Georgia
$239K
AFA
742
American Financial Advisors
Georgia
$238K +$74 +1 +0%
EP
743
E6 Portfolios
Utah
$235K +$21.2K +286 +9%
AMG
744
Advisors Management Group
Wisconsin
$232K
SRC
745
Sage Rhino Capital
California
$231K +$13.9K +187 +6%
BIG
746
Brooklyn Investment Group
New York
$229K
OFG
747
Opulen Financial Group
Virginia
$229K +$239K +3,230 New
PCI
748
Planning Center Inc
Illinois
$227K +$593 +8 +0.3%
OC
749
Oppenheimer & Co
New York
$227K +$237K +3,198 New
DI
750
Disciplined Investors
Texas
$226K +$519 +7 +0.2%