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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
T
826
Transce3nd
Texas
$37.7K
FDCDDQ
827
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K
AF
828
Abound Financial
California
$32.5K
DF
829
Dunhill Financial
United Kingdom
$31.8K
NL
830
NorthAvenue LLC
Ohio
$29K
VAI
831
Vanguard Advisers Inc
Pennsylvania
$24.2K +$25.3K +341 New
EWM
832
Evolution Wealth Management
Florida
$23.8K
HWA
833
HHM Wealth Advisors
Tennessee
$23.5K -$18.5K -250 -43%
TC
834
Truvestments Capital
Florida
$22.5K
LWMI
835
Legacy Wealth Management (Idaho)
Idaho
$20.2K
DCM
836
Davis Capital Management
Florida
$16K +$2.44K +33 +17%
NWM
837
Navigoe Wealth Management
California
$16K
WAS
838
Winch Advisory Services
Wisconsin
$15.9K
QCG
839
Quadrant Capital Group
Ohio
$15.2K +$15.9K +215 New
CT
840
Colonial Trust
South Carolina
$11.8K
NEWAS
841
N.E.W. Advisory Services
Wisconsin
$10.3K
Citigroup
842
Citigroup
New York
$5.74K -$15.8K -213 -72%
BL
843
BFSG LLC
California
$4.61K
National Bank of Canada
844
National Bank of Canada
Quebec, Canada
$4.11K
QC
845
Quent Capital
New York
$2.7K
BNA
846
BankChampaign National Association
Illinois
$2.69K -$255K -3,435 -99%
GTAM
847
Global Trust Asset Management
Florida
$1.42K
PWAM
848
Private Wealth Asset Management
Iowa
$142
SIS
849
Sound Income Strategies
Florida
$39 -$37.1K -501 -100%
MWM
850
McMill Wealth Management
Nebraska
-$20.2M -272,489 Closed