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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
WWM
251
Woodside Wealth Management
Massachusetts
$3.02M
Bank of New York Mellon
252
Bank of New York Mellon
New York
$2.92M
WP
253
Westmount Partners
California
$2.92M
MML Investors Services
254
MML Investors Services
Massachusetts
$2.87M
CCA
255
Clarity Capital Advisors
Florida
$2.87M
RSWM
256
Robertson Stephens Wealth Management
California
$2.85M
CWS
257
Cypress Wealth Services
California
$2.83M
CAM
258
Clark Asset Management
New Hampshire
$2.82M
TCM
259
Triumph Capital Management
Colorado
$2.78M
PAG
260
Poinciana Advisors Group
Florida
$2.76M
BGWM
261
Bridge Generations Wealth Management
Florida
$2.75M
FWM
262
Fonville Wealth Management
Virginia
$2.69M
FC
263
Family CFO
California
$2.69M
ACA
264
Aptus Capital Advisors
Alabama
$2.65M
FWMP
265
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.61M
CIAS
266
Capital Investment Advisory Services
North Carolina
$2.59M
DAS
267
Daybright Advisory Services
Florida
$2.58M
QFA
268
Quantum Financial Advisors
California
$2.57M
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$2.55M
WIM
270
Warwick Investment Management
Texas
$2.52M
NHC
271
Nicholas Hoffman & Company
Georgia
$2.48M
CPIG
272
Chicago Partners Investment Group
Illinois
$2.43M
CRC
273
Curi RMB Capital
Illinois
$2.41M
William Blair & Company
274
William Blair & Company
Illinois
$2.36M
QC
275
Quadrature Capital
United Kingdom
$2.31M