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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
PWC
451
Pathfinder Wealth Consulting
North Carolina
$643K
GC
452
Gilbert & Cook
Iowa
$640K
CFFP
453
Center for Financial Planning
Michigan
$640K
WF
454
WoodTrust Financial
Wisconsin
$640K
JWM
455
Johnson Wealth Management
North Dakota
$638K
FWA
456
FSM Wealth Advisors
Ohio
$626K
VAG
457
VisionPoint Advisory Group
Texas
$621K
VWA
458
VERITY Wealth Advisors
United States
$619K
MGW
459
MB Generational Wealth
Washington
$619K
HWM
460
HBE Wealth Management
Nebraska
$618K
OC
461
Oakworth Capital
Alabama
$616K
DWM
462
Dakota Wealth Management
Florida
$614K
CAI
463
Capital Advisors Inc
Oklahoma
$612K
LWL
464
Leo Wealth LLC
Texas
$610K
MWA
465
Midland Wealth Advisors
Illinois
$605K
MA
466
McGrath & Associates
North Carolina
$605K
OCWP
467
Owl Creek Wealth Partners
Colorado
$604K
PB
468
Prosperity Bancshares
Texas
$599K
WPC
469
Wedmont Private Capital
Pennsylvania
$598K
MFIM
470
Mesirow Financial Investment Management
Illinois
$596K
AFA
471
American Financial Advisors
Georgia
$589K
EWA
472
Elevate Wealth Advisory
Georgia
$583K
BCM
473
Basso Capital Management
Connecticut
$572K
ZIM
474
Zacks Investment Management
Illinois
$570K
Empower Advisory Group
475
Empower Advisory Group
Colorado
$563K