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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
Franklin Resources
451
Franklin Resources
California
$651K
MCC
452
Money Concepts Capital
Florida
$650K
OC
453
Oppenheimer & Co
New York
$650K
CFA
454
Cahill Financial Advisors
Minnesota
$646K
PWC
455
Pathfinder Wealth Consulting
North Carolina
$643K
GC
456
Gilbert & Cook
Iowa
$640K
CFFP
457
Center for Financial Planning
Michigan
$640K
WF
458
WoodTrust Financial
Wisconsin
$640K
JWM
459
Johnson Wealth Management
North Dakota
$638K
RF
460
Robinswood Financial
Washington
$636K
FWA
461
FSM Wealth Advisors
Ohio
$626K
VAG
462
VisionPoint Advisory Group
Texas
$621K
VWA
463
VERITY Wealth Advisors
United States
$619K
MGW
464
MB Generational Wealth
Washington
$619K
HWM
465
HBE Wealth Management
Nebraska
$618K
OC
466
Oakworth Capital
Alabama
$616K
DWM
467
Dakota Wealth Management
Florida
$614K
CAI
468
Capital Advisors Inc
Oklahoma
$612K
LWL
469
Leo Wealth LLC
Texas
$610K
MWA
470
Midland Wealth Advisors
Illinois
$605K
MA
471
McGrath & Associates
North Carolina
$605K
OCWP
472
Owl Creek Wealth Partners
Colorado
$604K
PB
473
Prosperity Bancshares
Texas
$599K
WPC
474
Wedmont Private Capital
Pennsylvania
$598K
MFIM
475
Mesirow Financial Investment Management
Illinois
$596K