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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
IAN
351
Integrated Advisors Network
Texas
$1.13M
M&T Bank
352
M&T Bank
New York
$1.12M
MT
353
Midwest Trust
Kansas
$1.11M
S
354
SignatureFD
Georgia
$1.11M
PA
355
Parallel Advisors
California
$1.11M
SOAG
356
Silver Oak Advisory Group
Oregon
$1.11M
MSF
357
Mustard Seed Financial
Arkansas
$1.1M
TIAAOA
358
Teachers Insurance & Annuity Association of America
New York
$1.1M
MFA
359
Mayflower Financial Advisors
Massachusetts
$1.08M
AWS
360
Alliance Wealth Strategies
Virginia
$1.07M
AFGAS
361
Allegiance Financial Group Advisory Services
Virginia
$1.07M
AA
362
Ancora Advisors
Ohio
$1.07M
PI
363
Parkside Investments
Illinois
$1.07M
PMFA
364
Plante Moran Financial Advisors
Michigan
$1.04M
KPWM
365
KDK Private Wealth Management
Texas
$1.04M
MWC
366
MBM Wealth Consultants
Missouri
$1.04M
SWM
367
Seaside Wealth Management
California
$1.02M
IWM
368
IHT Wealth Management
Illinois
$1.02M
CB
369
Commerce Bank
Missouri
$1.01M
APP
370
Avantax Planning Partners
Iowa
$995K
CCWA
371
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$991K
PFPG
372
Pinnacle Financial Partners (Georgia)
Georgia
$988K
PFA
373
Pure Financial Advisors
California
$984K
BWP
374
Balboa Wealth Partners
Arizona
$980K
KeyBank National Association
375
KeyBank National Association
Ohio
$980K