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DFUS

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
FIM
76
Freedom Investment Management
Connecticut
$36.3M -$5.1M -68,876 -12%
KCM
77
KM Capital Management
Texas
$35.8M -$962K -12,979 -3%
HIG
78
Heritage Investment Group
Florida
$35.7M -$21.6K -291 -0.1%
GWMT
79
Guardian Wealth Management (Tennessee)
Tennessee
$35.3M +$1.44M +19,410 +4%
JTWM
80
Jackson Thornton Wealth Management
Alabama
$34.6M +$1.38M +18,635 +4%
MAC
81
Mason & Associates (California)
California
$34M -$1.12M -15,144 -3%
TAM
82
TCP Asset Management
Ohio
$33.4M +$235K +3,174 +0.7%
OCWP
83
Owl Creek Wealth Partners
Colorado
$33.2M +$34.7M +467,866 New
MWM
84
Mission Wealth Management
California
$32.9M +$28.1M +379,735 +449%
AAA
85
AG Asset Advisory
California
$32.5M +$439K +5,927 +1%
ATI
86
ARK & TLK Investments
Oklahoma
$32.3M -$344K -4,641 -1%
SHFA
87
SC&H Financial Advisors
Maryland
$32.2M +$1.18M +15,887 +4%
CFA
88
CWS Financial Advisors
Michigan
$31.4M +$30.2M +407,062 +1,128%
MML Investors Services
89
MML Investors Services
Massachusetts
$30.9M -$2.96M -39,989 -8%
RS
90
Retirement Solution
Washington
$30.6M -$2.49M -33,544 -7%
DFS
91
Dixon Fnancial Services
California
$30.6M -$197K -2,653 -0.6%
PFG
92
Premier Financial Group
California
$27.2M +$322K +4,347 +1%
IAG
93
Investmark Advisory Group
Connecticut
$25.6M +$78.6K +1,061 +0.3%
AQR Capital Management
94
AQR Capital Management
Connecticut
$25.5M +$12.8M +173,149 +93%
RHP
95
Royal Harbor Partners
Texas
$25.4M +$4.75M +64,119 +22%
PCM
96
Penserra Capital Management
California
$25.4M +$26.5M +358,227 New
SC
97
SouthState Corp
Florida
$25.3M -$2.43M -32,770 -8%
OCM
98
One Capital Management
California
$25.2M +$25.9M +350,161 +7,245%
SWA
99
Sterling Wealth Advisors
Florida
$24.5M -$64.2K -866 -0.3%
AIC
100
Allodium Investment Consultants
Minnesota
$24.5M +$742K +10,011 +3%