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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
EFH
426
Eaton Financial Holdings
Florida
$748K
WFA
427
WestHill Financial Advisors
California
$747K
BWA
428
Babb Wealth Advisors
Arizona
$746K
NWP
429
NerdWallet Wealth Partners
New York
$737K
USCWA
430
U.S. Capital Wealth Advisors
Texas
$737K
LAMC
431
Longview Asset Management (California)
California
$728K
HNB
432
Huntington National Bank
Ohio
$728K
KRW
433
Kaufman Rossin Wealth
Florida
$726K
Ameriprise
434
Ameriprise
Minnesota
$723K
B
435
Bailard
California
$715K
AWM
436
AE Wealth Management
Kansas
$709K
BAM
437
Belpointe Asset Management
Nevada
$707K
FCA
438
Fortis Capital Advisors
Kansas
$707K
G
439
GenTrust
Florida
$699K
WN
440
Williams & Novak
California
$698K
SPA
441
Shore Point Advisors
New Jersey
$696K
DOA
442
D'Orazio & Associates
Virginia
$685K
CFO
443
Collective Family Office
Pennsylvania
$672K
RF
444
Rossby Financial
Florida
$671K
WWG
445
West Wealth Group
California
$665K
CAMG
446
CWA Asset Management Group
Florida
$654K
Franklin Resources
447
Franklin Resources
California
$651K
MCC
448
Money Concepts Capital
Florida
$650K
OC
449
Oppenheimer & Co
New York
$650K
CFA
450
Cahill Financial Advisors
Minnesota
$646K