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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
DWM
401
Drive Wealth Management
Utah
$867K
RTL
402
Red Tortoise LLC
Georgia
$865K
RB
403
Renasant Bank
Mississippi
$861K
SIM
404
Stratos Investment Management
Ohio
$856K
CG
405
Caprock Group
Idaho
$850K
FWP
406
Falcon Wealth Planning
California
$844K
KFI
407
Key Financial Inc
Pennsylvania
$841K
BFG
408
Berger Financial Group
Minnesota
$839K
CFIA
409
Cantor Fitzgerald Investment Advisors
New York
$835K
SVWAG
410
Sound View Wealth Advisors Group
Georgia
$832K
OWA
411
Oak Wealth Advisors
Illinois
$831K
CPA
412
Cathy Pareto & Associates
Florida
$823K
NFP
413
Narus Financial Partners
Utah
$822K
RK
414
Rather & Kittrell
Tennessee
$820K
DWA
415
Delap Wealth Advisory
Oregon
$815K
CIA
416
Capital Investment Advisors
Georgia
$814K
CT
417
Colonial Trust
South Carolina
$812K
Betterment LLC
418
Betterment LLC
New York
$810K
SWGC
419
Summit Wealth Group (Colorado)
Colorado
$810K
PPP
420
Prism Planning Partners
Illinois
$802K
GVAG
421
Great Valley Advisor Group
Delaware
$799K
VCP
422
Vista Capital Partners
Oregon
$799K
SPIA
423
Steward Partners Investment Advisory
New York
$787K
VAMG
424
Voisard Asset Management Group
Michigan
$784K
CIM
425
Capital Investment Management
Missouri
$779K