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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
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
109
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
IFS
226
Intelligent Financial Strategies
Minnesota
$4.06M
BI
227
BluePrint Investing
California
$3.97M
TWM
228
Tumwater Wealth Management
Idaho
$3.94M
5NPW
229
55 North Private Wealth
Florida
$3.81M
AWP
230
Axis Wealth Partners
Rhode Island
$3.77M
VAM
231
Virtue Asset Management
Illinois
$3.73M
EFG
232
Embree Financial Group
Illinois
$3.67M
TC
233
TAGStone Capital
North Carolina
$3.65M
KCA
234
Kilner Capital Advisors
Maryland
$3.65M
WT
235
Washington Trust
Rhode Island
$3.64M
ACM
236
Aspen Capital Management
Idaho
$3.57M
VWA
237
Vistica Wealth Advisors
California
$3.5M
CCM
238
Cloud Capital Management
Washington
$3.48M
RFC
239
Regions Financial Corp
Alabama
$3.47M
WAN
240
Wealth Advisors Northwest
Oregon
$3.43M
PFS
241
Prospera Financial Services
Texas
$3.42M
GWL
242
Generations Wealth LLC
Ohio
$3.34M
ZF
243
Zhang Financial
Michigan
$3.3M
BP
244
BWM Planning
Texas
$3.28M
NWM
245
Navigate Wealth Management
Alabama
$3.22M
CA
246
Clearstead Advisors
Ohio
$3.21M
DI
247
Disciplined Investments
Oklahoma
$3.18M
LNWTC
248
Laird Norton Wetherby Trust Company
Washington
$3.17M
CAM
249
Cresset Asset Management
Illinois
$3.15M
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$3.15M