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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
FAI
801
Fiduciary Advisors Inc
Missouri
$115K +$296 +4 +0.2%
DFA
802
DHJJ Financial Advisors
Illinois
$112K +$296 +4 +0.3%
MSWA
803
Marshall & Sterling Wealth Advisors
New York
$109K
IA
804
IFG Advisory
Georgia
$108K -$5.63M -75,968 -98%
WA
805
Walsh & Associates
Florida
$107K
SAM
806
S.A. Mason
Michigan
$106K
MTI
807
Merrithew & Thorsten Inc
California
$98K +$222 +3 +0.2%
BFPW
808
BOK Financial Private Wealth
Colorado
$96.7K -$19.3K -260 -16%
TFM
809
TFC Financial Management
Massachusetts
$93.2K +$222 +3 +0.2%
DF
810
DecisionPoint Financial
Arizona
$81.7K +$222 +3 +0.3%
WSFG
811
Wall Street Financial Group
Illinois
$80.3K +$84K +1,133 New
FFG
812
Forum Finance Group
$80K +$104K +1,404 New
BW
813
Basepoint Wealth
Iowa
$79.3K +$82.9K +1,119 New
SGFG
814
Silver Grove Financial Group
New York
$79.3K +$82.8K +1,118 New
FCT
815
First Community Trust
Iowa
$78.2K
CBT
816
Crews Bank & Trust
Florida
$73.3K
CPG
817
Cornerstone Planning Group
New Jersey
$63.8K +$148 +2 +0.2%
BFP
818
Birchwood Financial Partners
Minnesota
$61.1K
GG
819
Gleason Group
Kentucky
$58.9K +$148 +2 +0.2%
FC
820
Fairscale Capital
New Hampshire
$51.4K +$5.48K +74 +11%
CIAS
821
Capital Investment Advisory Services
North Carolina
$44.1K -$3.63K -49 -7%
BC
822
Barrett & Company
Rhode Island
$38K
SS
823
Sunbelt Securities
Texas
$38K
T
824
Transce3nd
Texas
$37.7K
FDCDDQ
825
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K