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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: 837847 (+10)

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
+10
Holders Change %
+1.19%
% 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
Prudential Financial
1
Prudential Financial
New Jersey
$3.13B -$29.5M -398,394 -0.9%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$664M +$5.86M +79,064 +0.9%
MPW
3
MASECO Private Wealth
$531M +$1.95M +26,368 +0.4%
RFP
4
Root Financial Partners
California
$434M +$59.7M +805,252 +15%
VT
5
Vise Technologies
New York
$352M
IFA
6
Index Fund Advisors
California
$351M -$37.6K -507 -0%
PL
7
Plancorp LLC
Missouri
$330M -$3.47M -46,795 -1%
SWA
8
Sax Wealth Advisors
New Jersey
$287M -$571K -7,712 -0.2%
LPL Financial
9
LPL Financial
California
$260M +$4.51M +60,898 +2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$241M +$42.1M +568,587 +20%
Creative Planning
11
Creative Planning
Kansas
$238M -$5.13M -69,163 -2%
TWA
12
TCI Wealth Advisors
Arizona
$236M +$11.3M +153,007 +5%
Mariner
13
Mariner
Kansas
$212M +$20.9M +282,601 +10%
GWWM
14
Great Waters Wealth Management
Minnesota
$200M +$9.81M +132,363 +5%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$180M +$15.1M +204,402 +9%
ZF
16
Zhang Financial
Michigan
$180M +$8.57M +115,694 +5%
AC
17
Apella Capital
Connecticut
$169M +$70.9M +956,292 +78%
GCM
18
G2 Capital Management
Ohio
$165M +$1.31M +17,656 +0.8%
SAM
19
Smartleaf Asset Management
Massachusetts
$129M +$24.3M +328,058 +21%
CPA
20
Capital Performance Advisors
California
$120M +$15.4M +208,107 +14%
Bank of America
21
Bank of America
North Carolina
$120M +$34.6M +467,549 +38%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$117M +$25.5M +344,117 +26%
Corient Private Wealth
23
Corient Private Wealth
Florida
$117M -$130M -1,750,738 -51%
Raymond James Financial
24
Raymond James Financial
Florida
$111M +$1.2M +16,196 +1%
FFM
25
Flagstone Financial Management
Nebraska
$109M +$3.31M +44,671 +3%