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Dimensional US Equity ETF

839 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, 355 increasing their positions, 222 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
135
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
776
Private Trust Company
Ohio
$161K
HNB
777
Hilltop National Bank
Wyoming
$153K
SWA
778
Strategic Wealth Advisors
Arizona
$151K
RWM
779
Rialto Wealth Management
New York
$148K
OC
780
Oakworth Capital
Alabama
$147K
FFA
781
Frazier Financial Advisors
Ohio
$138K
BTI
782
Blue Trust Inc
Georgia
$136K
IWP
783
IAG Wealth Partners
Wisconsin
$133K
3FI
784
3 Factor Indexing
California
$133K
W
785
WealthCollab
Washington
$132K
AA
786
Atmos Advisory
Pennsylvania
$131K
AA
787
Ancora Advisors
Ohio
$130K
MWA
788
Medallion Wealth Advisors
Connecticut
$127K
AWM
789
Abound Wealth Management
Tennessee
$123K
MA
790
MCF Advisors
Kentucky
$117K
DWA
791
Delos Wealth Advisors
Texas
$116K
SFC
792
SYM Financial Corp
Indiana
$115K
FAI
793
Fiduciary Advisors Inc
Missouri
$115K
DFA
794
DHJJ Financial Advisors
Illinois
$112K
MSWA
795
Marshall & Sterling Wealth Advisors
New York
$109K
IA
796
IFG Advisory
Georgia
$108K
WA
797
Walsh & Associates
Florida
$107K
SAM
798
S.A. Mason
Michigan
$106K
MTI
799
Merrithew & Thorsten Inc
California
$98K
BFPW
800
BOK Financial Private Wealth
Colorado
$96.7K