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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
CMP
176
Coston McIsaac & Partners
Maine
$9.41M +$550K +7,424 +6%
HA
177
Herold Advisors
New York
$9.37M +$1.2M +16,213 +14%
TWM
178
Topsail Wealth Management
North Carolina
$8.95M +$1.8M +24,253 +24%
GCA
179
Greenwood Capital Associates
South Carolina
$8.79M +$142K +1,912 +2%
VWA
180
VSM Wealth Advisory
Maryland
$8.75M +$301K +4,068 +3%
SA
181
Seneschal Advisors
Washington
$8.69M +$132K +1,788 +1%
RYA
182
Richard Young Associates
Georgia
$8.65M -$30.9K -417 -0.3%
LI
183
LVZ Inc
Michigan
$8.31M +$1.13M +15,306 +15%
Financial Engines Advisors
184
Financial Engines Advisors
California
$8.28M -$268K -3,615 -3%
BAM
185
Bayshore Asset Management
Florida
$8.25M +$486K +6,552 +6%
YWM
186
Yardley Wealth Management
Pennsylvania
$8.18M +$463K +6,242 +6%
XPN
187
XY Planning Network
Montana
$8.08M +$516K +6,964 +7%
FWM
188
FMB Wealth Management
California
$8.04M +$75.5K +1,019 +0.9%
JWM
189
JDH Wealth Management
California
$8M -$57.3K -773 -0.7%
AFG
190
Altiora Financial Group
Ohio
$7.91M
RSWM
191
Robertson Stephens Wealth Management
California
$7.85M -$14.7K -199 -0.2%
SIA
192
SeaBridge Investment Advisors
New Jersey
$7.82M -$25.6K -346 -0.3%
CWM
193
Capstone Wealth Management
Montana
$7.78M -$169K -2,274 -2%
LFA
194
Lauterbach Financial Advisors
Texas
$7.61M +$52.5K +708 +0.7%
KWA
195
Kondo Wealth Advisors
California
$7.6M -$5.85K -79 -0.1%
FNBTCON
196
First National Bank & Trust Co of Newtown
Pennsylvania
$7.48M -$843K -11,382 -10%
QFA
197
Quantum Financial Advisors
California
$7.44M
CAM
198
CPA Asset Management
Florida
$7.4M -$425K -5,733 -5%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$7.38M +$208K +2,806 +3%
SB
200
Semitam Bonam
New York
$7.27M +$170K +2,292 +2%