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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
WETS
376
Wealth Enhancement Trust Services
South Dakota
$973K
LWM
377
LJI Wealth Management
Indiana
$964K
AWM
378
Apollon Wealth Management
South Carolina
$961K
CTC
379
Central Trust Company
Missouri
$961K
AC
380
AWM Capital
Arizona
$954K
SI
381
Seeds Investor
New York
$954K
MWM
382
Marietta Wealth Management
Georgia
$950K
CFG
383
Cornerstone Financial Group
Nebraska
$947K
CFS
384
CRA Financial Services
New Jersey
$932K
DWT
385
Dorsey & Whitney Trust
South Dakota
$929K
LCAM
386
London & Capital Asset Management
United Kingdom
$928K
ANB
387
Amarillo National Bank
Texas
$925K
CPSAC
388
Chas P. Smith & Associates (CPS)
Florida
$906K
PFA
389
Professional Financial Advisors
Nebraska
$905K
PA
390
Powerhouse Assets
Massachusetts
$904K
BBHC
391
Brown Brothers Harriman & Co
New York
$899K
TI
392
tru Independence
Oregon
$894K
NWA
393
Northwest Wealth Advisors
Washington
$891K
B
394
BetterWealth
California
$885K
AIS
395
Accredited Investor Services
Minnesota
$884K
EW
396
Evoke Wealth
California
$878K
NP
397
NorthRock Partners
Minnesota
$877K
DADC
398
D.A. Davidson & Co
Montana
$872K
AWA
399
Arbor Wealth Advisors
Michigan
$872K
RCAG
400
Rehmann Capital Advisory Group
Michigan
$871K