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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
QC
276
Quadrature Capital
United Kingdom
$2.31M
IC
277
IEQ Capital
California
$2.3M
2L
278
25 LLC
Missouri
$2.25M
BTI
279
Blue Trust Inc
Georgia
$2.22M
KCWM
280
Kane Co Wealth Management
Iowa
$2.19M
SSW
281
Stone Summit Wealth
Florida
$2.15M
VWA
282
Valued Wealth Advisors
Utah
$2.11M
CIAS
283
CFS Investment Advisory Services
New Jersey
$2.09M
IA
284
IFP Advisors
Florida
$2.07M
SIC
285
Samalin Investment Counsel
New York
$2.05M
CW
286
Curio Wealth
Maryland
$2.04M
TAFW
287
Tred Avon Family Wealth
Maryland
$2.03M
TFO
288
Tarbox Family Office
California
$2.03M
PAG
289
Private Advisor Group
New Jersey
$2.03M
IA
290
IFG Advisors
Missouri
$1.96M
RWM
291
Rialto Wealth Management
New York
$1.96M
AFO
292
Aurelius Family Office
New Hampshire
$1.94M
EH
293
Equitable Holdings
New York
$1.94M
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$1.92M
Brown Advisory
295
Brown Advisory
Maryland
$1.9M
NA
296
NewEdge Advisors
Louisiana
$1.86M
WFA
297
Websterrogers Financial Advisors
South Carolina
$1.84M
E
298
Entelevest
Florida
$1.79M
KCPG
299
Kavar Capital Partners Group
Kansas
$1.78M
EF
300
Empowered Funds
Pennsylvania
$1.78M