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Dimensional US Marketwide Value ETF

765 hedge funds and large institutions have $11B invested in Dimensional US Marketwide Value ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 253 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 15

4% more funds holding

Funds holding: 736765 (+29)

1% more capital invested

Capital invested by funds: $10.8B → $11B (+$108M)

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

3.04% less ownership

Funds ownership: 84.48%81.44% (-3%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
765
Holders Change
+29
Holders Change %
+3.94%
% of All Funds
9.42%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.34%
New
60
Increased
229
Reduced
253
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.05B +$121M +2,473,806 +6%
SC
2
Savant Capital
Illinois
$746M -$18.6M -379,820 -2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$712M -$3.57M -72,756 -0.5%
Corient Private Wealth
4
Corient Private Wealth
Florida
$472M -$498M -10,161,455 -51%
IFA
5
Index Fund Advisors
California
$278M +$249K +5,083 +0.1%
PL
6
Plancorp LLC
Missouri
$278M -$7.92M -161,483 -3%
Northern Trust
7
Northern Trust
Illinois
$269M -$16.7M -340,526 -6%
Creative Planning
8
Creative Planning
Kansas
$240M -$4.25M -86,540 -2%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$240M +$15.4M +313,543 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$216M -$3.15M -64,268 -1%
TWA
11
TCI Wealth Advisors
Arizona
$168M +$7.09M +144,548 +4%
EWM
12
Empirical Wealth Management
Washington
$155M +$6.68M +136,247 +4%
Cerity Partners
13
Cerity Partners
New York
$123M +$2.77M +56,421 +2%
MWM
14
Modera Wealth Management
New Jersey
$106M -$731K -14,895 -0.7%
MPW
15
MASECO Private Wealth
$97.9M -$557K -11,362 -0.6%
TI
16
Truepoint Inc
Ohio
$94.2M -$1.15M -23,489 -1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$87.9M -$43.9M -895,614 -33%
TCOTS
18
Trust Company of the South
North Carolina
$83.7M -$1.71M -34,898 -2%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$83.6M -$808K -16,466 -1%
Raymond James Financial
20
Raymond James Financial
Florida
$66.6M +$406K +8,286 +0.6%
BPA
21
Beacon Pointe Advisors
California
$66.6M +$2.65M +54,042 +4%
LPL Financial
22
LPL Financial
California
$66.2M +$556K +11,341 +0.8%
EAM
23
Evanson Asset Management
California
$64.9M +$253K +5,151 +0.4%
CL
24
Choreo LLC
Illinois
$62M -$1.07M -21,898 -2%
FG
25
Foster Group
Iowa
$61.7M -$367K -7,491 -0.6%