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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
FWP
301
FAS Wealth Partners
Kansas
$1.75M
JIC
302
Johnson Investment Counsel
Ohio
$1.74M
FF
303
Francis Financial
$1.73M
Renaissance Technologies
304
Renaissance Technologies
New York
$1.7M
CI
305
Cordant Inc
Oregon
$1.69M
CIM
306
Cambria Investment Management
California
$1.66M
M
307
MATAURO
New York
$1.65M
BFA
308
Beacon Financial Advisory
Ohio
$1.62M
XPN
309
XY Planning Network
Montana
$1.6M
QWM
310
Quadcap Wealth Management
Texas
$1.6M
DWM
311
Diversify Wealth Management
Utah
$1.59M
HSG
312
Helen Stephens Group
Texas
$1.59M
ATI
313
ARK & TLK Investments
Oklahoma
$1.57M
PCIA
314
Prime Capital Investment Advisors
Kansas
$1.57M
KA
315
Klingman & Associates
New York
$1.53M
Baird Financial Group
316
Baird Financial Group
Wisconsin
$1.52M
CPW
317
Cogent Private Wealth
Florida
$1.52M
AC
318
Applied Capital
Arkansas
$1.51M
BB
319
Busey Bank
Illinois
$1.51M
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$1.46M
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$1.45M
BFA
322
Bragg Financial Advisors
North Carolina
$1.45M
VWM
323
Verus Wealth Management
Wisconsin
$1.44M
PFBT
324
Parkside Financial Bank & Trust
Missouri
$1.42M
FT
325
Fiduciary Trust
Massachusetts
$1.4M