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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
GAM
126
GEM Asset Management
Michigan
$16.5M +$1.97M +26,551 +13%
WCM
127
Warburton Capital Management
Oklahoma
$16.4M +$7.8M +105,215 +91%
QCM
128
Quantinno Capital Management
New York
$16.4M +$3.21M +43,358 +23%
PA
129
PFG Advisors
Arizona
$16.3M +$1.3M +17,586 +8%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$16.2M +$12.1M +163,068 +247%
BJB
131
Broadhurst Jeffrey B
$16M +$588K +7,937 +4%
SWP
132
Stratos Wealth Partners
Ohio
$16M +$68.4K +923 +0.4%
UBS Group
133
UBS Group
Switzerland
$15.9M -$1.62M -21,846 -9%
LFG
134
Larson Financial Group
Missouri
$15.6M -$456K -6,160 -3%
TCM
135
Tassel Capital Management
North Carolina
$15.3M -$86.8K -1,171 -0.5%
KAS
136
KPP Advisory Services
Kentucky
$15.1M +$1.13M +15,239 +8%
CWMA
137
Capstone Wealth Management (Alabama)
Alabama
$15M +$780K +10,528 +5%
Stifel Financial
138
Stifel Financial
Missouri
$14.4M +$789K +10,642 +6%
KDA
139
Kraft Davis & Associates
Missouri
$14.3M +$782K +10,556 +6%
IAG
140
Investment Advisory Group
Massachusetts
$14.3M +$1.21M +16,283 +9%
PFS
141
Professional Financial Solutions
Virginia
$14.1M +$540K +7,289 +4%
CAC
142
Certified Advisory Corp
Florida
$13.9M +$795K +10,723 +6%
ACA
143
Aptus Capital Advisors
Alabama
$13.9M +$1.06M +14,268 +8%
Betterment LLC
144
Betterment LLC
New York
$13.6M +$211K +2,851 +2%
HWM
145
HB Wealth Management
Georgia
$13.4M -$38.6K -521 -0.3%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$13.1M +$683K +9,220 +5%
NWM
147
Northwest Wealth Management
Iowa
$12.8M -$321K -4,334 -2%
CWP
148
Concord Wealth Partners
Virginia
$12.5M -$40.6K -548 -0.3%
PWMG
149
Private Wealth Management Group
New Jersey
$12.4M -$666K -8,990 -5%
WANY
150
Wealthspire Advisors (New York)
New York
$12.4M +$19.6K +264 +0.2%