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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
CG
401
Caprock Group
Idaho
$850K
FWP
402
Falcon Wealth Planning
California
$844K
KFI
403
Key Financial Inc
Pennsylvania
$841K
BFG
404
Berger Financial Group
Minnesota
$839K
CFIA
405
Cantor Fitzgerald Investment Advisors
New York
$835K
SVWAG
406
Sound View Wealth Advisors Group
Georgia
$832K
OWA
407
Oak Wealth Advisors
Illinois
$831K
CPA
408
Cathy Pareto & Associates
Florida
$823K
NFP
409
Narus Financial Partners
Utah
$822K
RK
410
Rather & Kittrell
Tennessee
$820K
DWA
411
Delap Wealth Advisory
Oregon
$815K
CIA
412
Capital Investment Advisors
Georgia
$814K
CT
413
Colonial Trust
South Carolina
$812K
Betterment LLC
414
Betterment LLC
New York
$810K
SWGC
415
Summit Wealth Group (Colorado)
Colorado
$810K
PPP
416
Prism Planning Partners
Illinois
$802K
GVAG
417
Great Valley Advisor Group
Delaware
$799K
VCP
418
Vista Capital Partners
Oregon
$799K
SPIA
419
Steward Partners Investment Advisory
New York
$787K
VAMG
420
Voisard Asset Management Group
Michigan
$784K
CIM
421
Capital Investment Management
Missouri
$779K
OA
422
Operose Advisors
Wisconsin
$763K
PAS
423
Park Avenue Securities
New York
$762K
PWM
424
Perigon Wealth Management
California
$752K
KF
425
Krilogy Financial
Missouri
$752K