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Dimensional Emerging Markets Value ETF

268 hedge funds and large institutions have $1.13B invested in Dimensional Emerging Markets Value ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

69% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 71

19% more capital invested

Capital invested by funds: $948M → $1.13B (+$178M)

7% more funds holding

Funds holding: 250268 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

2.47% less ownership

Funds ownership: 75.16%72.69% (-2.5%)

Holders
268
Holders Change
+18
Holders Change %
+7.2%
% of All Funds
3.3%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
39
Increased
120
Reduced
71
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
51
Breakwater Capital Group
New Jersey
$5.52M +$151K +4,133 +3%
RFP
52
Root Financial Partners
California
$5.25M -$1.14M -31,375 -18%
FIT
53
Financially in Tune
Massachusetts
$5.01M +$210K +5,762 +4%
Creative Planning
54
Creative Planning
Kansas
$5.01M +$343K +9,410 +7%
IAS
55
Integrity Advisory Solutions
Texas
$4.92M +$205K +5,628 +4%
Bank of America
56
Bank of America
North Carolina
$4.91M +$1.92M +52,662 +62%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$4.79M +$4.88M +133,786 New
FFA
58
Farther Finance Advisors
California
$4.51M +$295K +8,091 +7%
Truist Financial
59
Truist Financial
North Carolina
$4.35M -$4.77M -130,818 -52%
EWA
60
EQ Wealth Advisors
Texas
$4.18M +$261K +7,161 +7%
MWM
61
McCartney Wealth Management
Missouri
$4.18M -$36.5K -1,001 -0.9%
SWA
62
Sax Wealth Advisors
New Jersey
$4.12M
DB
63
Dravo Bay
Delaware
$4.04M +$83.8K +2,299 +2%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$4.01M +$2.01M +55,052 +97%
Corient Private Wealth
65
Corient Private Wealth
Florida
$4M -$3.53M -96,801 -46%
SPIA
66
Steward Partners Investment Advisory
New York
$3.99M +$236K +6,476 +6%
IA
67
Integrity Alliance
Iowa
$3.97M +$8.35K +229 +0.2%
CPIG
68
Chicago Partners Investment Group
Illinois
$3.75M +$244K +6,697 +8%
MMA
69
Miracle Mile Advisors
California
$3.67M +$145K +3,983 +4%
OIA
70
OneDigital Investment Advisors
Kansas
$3.64M +$123K +3,381 +3%
WWWM
71
White Wing Wealth Management
Texas
$3.63M -$21.5K -589 -0.6%
SPM
72
Summit Portfolio Management
Nevada
$3.47M +$3.54M +96,986 New
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$3.43M +$58.7K +1,611 +2%
WAN
74
Wealth Advisors Northwest
Oregon
$3.3M +$53K +1,453 +2%
VP
75
Verum Partners
North Carolina
$3.18M +$328 +9 +0%