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Dimensional US Marketwide Value ETF

757 hedge funds and large institutions have $10.9B invested in Dimensional US Marketwide Value ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 251 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
226
BluePrint Investing
California
$3.97M
TWM
227
Tumwater Wealth Management
Idaho
$3.94M
5NPW
228
55 North Private Wealth
Florida
$3.81M
AWP
229
Axis Wealth Partners
Rhode Island
$3.77M
VAM
230
Virtue Asset Management
Illinois
$3.73M
EFG
231
Embree Financial Group
Illinois
$3.67M
TC
232
TAGStone Capital
North Carolina
$3.65M
KCA
233
Kilner Capital Advisors
Maryland
$3.65M
WT
234
Washington Trust
Rhode Island
$3.64M
ACM
235
Aspen Capital Management
Idaho
$3.57M
VWA
236
Vistica Wealth Advisors
California
$3.5M
CCM
237
Cloud Capital Management
Washington
$3.48M
RFC
238
Regions Financial Corp
Alabama
$3.47M
WAN
239
Wealth Advisors Northwest
Oregon
$3.43M
PFS
240
Prospera Financial Services
Texas
$3.42M
GWL
241
Generations Wealth LLC
Ohio
$3.34M
ZF
242
Zhang Financial
Michigan
$3.3M
BP
243
BWM Planning
Texas
$3.28M
NWM
244
Navigate Wealth Management
Alabama
$3.22M
CA
245
Clearstead Advisors
Ohio
$3.21M
DI
246
Disciplined Investments
Oklahoma
$3.18M
LNWTC
247
Laird Norton Wetherby Trust Company
Washington
$3.17M
CAM
248
Cresset Asset Management
Illinois
$3.15M
GJIA
249
Glass Jacobson Investment Advisors
Maryland
$3.15M
MWM
250
Melfa Wealth Management
Massachusetts
$3.02M