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