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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
IC
276
IEQ Capital
California
$2.3M
2L
277
25 LLC
Missouri
$2.25M
BTI
278
Blue Trust Inc
Georgia
$2.22M
KCWM
279
Kane Co Wealth Management
Iowa
$2.19M
SSW
280
Stone Summit Wealth
Florida
$2.15M
VWA
281
Valued Wealth Advisors
Utah
$2.11M
CIAS
282
CFS Investment Advisory Services
New Jersey
$2.09M
IA
283
IFP Advisors
Florida
$2.07M
SIC
284
Samalin Investment Counsel
New York
$2.05M
CW
285
Curio Wealth
Maryland
$2.04M
TAFW
286
Tred Avon Family Wealth
Maryland
$2.03M
TFO
287
Tarbox Family Office
California
$2.03M
PAG
288
Private Advisor Group
New Jersey
$2.03M
IA
289
IFG Advisors
Missouri
$1.96M
RWM
290
Rialto Wealth Management
New York
$1.96M
AFO
291
Aurelius Family Office
New Hampshire
$1.94M
EH
292
Equitable Holdings
New York
$1.94M
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$1.92M
Brown Advisory
294
Brown Advisory
Maryland
$1.9M
WFA
295
Websterrogers Financial Advisors
South Carolina
$1.84M
E
296
Entelevest
Florida
$1.79M
KCPG
297
Kavar Capital Partners Group
Kansas
$1.78M
EF
298
Empowered Funds
Pennsylvania
$1.78M
JIC
299
Johnson Investment Counsel
Ohio
$1.74M
FF
300
Francis Financial
$1.73M