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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
PA
351
Parallel Advisors
California
$1.11M
SOAG
352
Silver Oak Advisory Group
Oregon
$1.11M
MSF
353
Mustard Seed Financial
Arkansas
$1.1M
TIAAOA
354
Teachers Insurance & Annuity Association of America
New York
$1.1M
MFA
355
Mayflower Financial Advisors
Massachusetts
$1.08M
AWS
356
Alliance Wealth Strategies
Virginia
$1.07M
AFGAS
357
Allegiance Financial Group Advisory Services
Virginia
$1.07M
AA
358
Ancora Advisors
Ohio
$1.07M
PI
359
Parkside Investments
Illinois
$1.07M
PMFA
360
Plante Moran Financial Advisors
Michigan
$1.04M
KPWM
361
KDK Private Wealth Management
Texas
$1.04M
MWC
362
MBM Wealth Consultants
Missouri
$1.04M
SWM
363
Seaside Wealth Management
California
$1.02M
IWM
364
IHT Wealth Management
Illinois
$1.02M
CB
365
Commerce Bank
Missouri
$1.01M
APP
366
Avantax Planning Partners
Iowa
$995K
CCWA
367
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$991K
PFPG
368
Pinnacle Financial Partners (Georgia)
Georgia
$988K
PFA
369
Pure Financial Advisors
California
$984K
BWP
370
Balboa Wealth Partners
Arizona
$980K
KeyBank National Association
371
KeyBank National Association
Ohio
$980K
WETS
372
Wealth Enhancement Trust Services
South Dakota
$973K
LWM
373
LJI Wealth Management
Indiana
$964K
AWM
374
Apollon Wealth Management
South Carolina
$961K
CTC
375
Central Trust Company
Missouri
$961K