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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
FIM
76
Freedom Investment Management
Connecticut
$36.3M
KCM
77
KM Capital Management
Texas
$35.8M
HIG
78
Heritage Investment Group
Florida
$35.7M
GWMT
79
Guardian Wealth Management (Tennessee)
Tennessee
$35.3M
JTWM
80
Jackson Thornton Wealth Management
Alabama
$34.6M
MAC
81
Mason & Associates (California)
California
$34M
TAM
82
TCP Asset Management
Ohio
$33.4M
OCWP
83
Owl Creek Wealth Partners
Colorado
$33.2M
MWM
84
Mission Wealth Management
California
$32.9M
AAA
85
AG Asset Advisory
California
$32.5M
ATI
86
ARK & TLK Investments
Oklahoma
$32.3M
SHFA
87
SC&H Financial Advisors
Maryland
$32.2M
CFA
88
CWS Financial Advisors
Michigan
$31.4M
MML Investors Services
89
MML Investors Services
Massachusetts
$30.9M
RS
90
Retirement Solution
Washington
$30.6M
DFS
91
Dixon Fnancial Services
California
$30.6M
PFG
92
Premier Financial Group
California
$27.2M
IAG
93
Investmark Advisory Group
Connecticut
$25.6M
AQR Capital Management
94
AQR Capital Management
Connecticut
$25.5M
RHP
95
Royal Harbor Partners
Texas
$25.4M
PCM
96
Penserra Capital Management
California
$25.4M
SC
97
SouthState Corp
Florida
$25.3M
OCM
98
One Capital Management
California
$25.2M
SWA
99
Sterling Wealth Advisors
Florida
$24.5M
AIC
100
Allodium Investment Consultants
Minnesota
$24.5M