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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
SPI
151
Sutton Place Investors
New York
$12.2M
IP
152
Indivisible Partners
Florida
$12.1M
AC
153
AWM Capital
Arizona
$11.8M
CFG
154
Cornerstone Financial Group
Nebraska
$11.7M
AFA
155
Alpha Financial Advisors
North Carolina
$11.5M
WIM
156
Warwick Investment Management
Texas
$11.3M
PWS
157
Physician Wealth Solutions
Nevada
$11.2M
RCAG
158
Rehmann Capital Advisory Group
Michigan
$11.1M
FIC
159
FCG Investment Company
Tennessee
$11M
EFG
160
Embree Financial Group
Illinois
$10.9M
EFP
161
Envision Financial Planning
Tennessee
$10.9M
CIAS
162
CFS Investment Advisory Services
New Jersey
$10.9M
HFS
163
Hughes Financial Services
Virginia
$10.7M
CPCP
164
Cedar Point Capital Partners
Iowa
$10.4M
SAI
165
Savvy Advisors Inc
New York
$10.4M
BW
166
BostonPremier Wealth
Massachusetts
$10.4M
RLWM
167
RF&L Wealth Management
Massachusetts
$10.3M
AUB
168
Atlantic Union Bankshares
Virginia
$10.2M
THL
169
Tillman Hartley LLC
Colorado
$10M
PAG
170
Private Advisor Group
New Jersey
$10M
FEG
171
Fund Evaluation Group
Ohio
$9.98M
SFS
172
Sowell Financial Services
Arkansas
$9.9M
HI
173
Harbour Investments
Wisconsin
$9.52M
TH
174
Team Hewins
California
$9.51M
CMP
175
Coston McIsaac & Partners
Maine
$9.41M