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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
RW
201
Ridgeline Wealth
Arizona
$7.11M +$659K +8,892 +10%
BH
202
Burk Holdings
Oklahoma
$7.08M +$654K +8,820 +10%
AWM
203
Arista Wealth Management
Nevada
$7.05M +$5.6M +75,622 +317%
TIM
204
Tortoise Investment Management
New York
$6.9M +$477K +6,440 +7%
EFP
205
EnRich Financial Partners
Wisconsin
$6.87M -$12.7K -171 -0.2%
CFO
206
CVA Family Office
Colorado
$6.61M +$942K +12,711 +16%
EWA
207
EverSource Wealth Advisors
Alabama
$6.6M +$276K +3,730 +4%
GI
208
Gradient Investments
Minnesota
$6.58M +$412K +5,562 +6%
PCA
209
Prosperity Capital Advisors
Ohio
$6.55M -$205K -2,761 -3%
AFO
210
Aurelius Family Office
New Hampshire
$6.48M -$248K -3,350 -4%
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$6.34M +$10.6K +143 +0.2%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$6.25M +$307K +4,137 +5%
GAM
213
Gemmer Asset Management
California
$6.25M +$151K +2,032 +2%
BA
214
Bridgewater Advisors
New York
$6.2M -$2.44K -33 -0%
IWB
215
Innovative Wealth Building
Maryland
$6.17M -$26.9K -363 -0.4%
RA
216
RFG Advisory
Alabama
$6.13M -$223K -3,015 -3%
NA
217
NewEdge Advisors
Louisiana
$6.03M -$24.8K -334 -0.4%
DWM
218
Diversify Wealth Management
Utah
$5.96M +$5.7M +76,933 New
EPM
219
Elm Partners Management
Pennsylvania
$5.86M +$1.07M +14,409 +20%
UCFA
220
United Capital Financial Advisors
Texas
$5.84M +$44.8K +604 +0.7%
SP
221
Symmetry Partners
Connecticut
$5.78M -$450K -6,073 -7%
DFC
222
DBK Financial Counsel
Ohio
$5.69M +$650K +8,766 +12%
CA
223
Clearstead Advisors
Ohio
$5.56M -$31.6K -426 -0.5%
DWM
224
Dopkins Wealth Management
New York
$5.49M -$134K -1,809 -2%
VPF
225
Vantage Point Financial
Illinois
$5.48M -$286K -3,862 -5%