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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
ADL
101
Asset Dedication LLC
California
$23.6M -$27.2M -366,981 -52%
KAM
102
KEB Asset Management
Illinois
$22.7M +$1.35M +18,228 +6%
MWM
103
Meritas Wealth Management
California
$21.9M +$1.9M +25,600 +9%
CA
104
Claris Advisors
Missouri
$21.9M +$1.31M +17,643 +6%
OCA
105
Optimus Capital Advisors
Texas
$21.8M +$331K +4,473 +1%
Morgan Stanley
106
Morgan Stanley
New York
$21.8M -$2.92M -39,352 -11%
BWA
107
Babb Wealth Advisors
Arizona
$21.5M +$861K +11,625 +4%
TFA
108
Trinity Financial Advisors
Ohio
$21.5M +$2.62M +35,310 +13%
OIA
109
OneDigital Investment Advisors
Kansas
$21.3M +$1.09M +14,714 +5%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$21M +$1.7M +22,989 +8%
BWP
111
Bernardo Wealth Planning
Pennsylvania
$20.3M +$2.07M +27,949 +11%
Osaic Holdings
112
Osaic Holdings
Arizona
$20.1M -$309K -4,172 -1%
CWM
113
CarsonAllaria Wealth Management
Illinois
$19.9M -$820K -11,070 -4%
CPWM
114
Cypress Point Wealth Management
Texas
$19.4M +$4.03M +54,378 +25%
PFA
115
Pillar Financial Advisors
Kentucky
$19.3M +$602K +8,126 +3%
RWM
116
Ruedi Wealth Management
Illinois
$19.1M +$641K +8,651 +3%
AF
117
Allworth Financial
California
$19.1M +$7.7M +103,883 +63%
ACA
118
American Capital Advisory
Idaho
$19M +$2.38M +32,061 +14%
KIM
119
Kestra Investment Management
Texas
$17.9M +$9.06M +122,331 +94%
SFS
120
Security Financial Services
Indiana
$17.7M -$624K -8,415 -3%
SWM
121
Spire Wealth Management
Virginia
$17.6M -$118K -1,599 -0.6%
MFG
122
Mendota Financial Group
Wisconsin
$17.4M +$417K +5,623 +2%
CPA
123
Cardiff Park Advisors
California
$17.4M -$3.24M -43,767 -15%
SIS
124
Strategic Investment Solutions
Illinois
$17.1M -$73.4K -991 -0.4%
LFGO
125
Legacy Financial Group (Oklahoma)
Oklahoma
$16.6M +$524K +7,074 +3%