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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
WTA
476
Washington Trust Advisors
Massachusetts
$562K
TFA
477
TPG Financial Advisors
Oregon
$562K
HCM
478
Hollencrest Capital Management
California
$549K
BMCM
479
Bryn Mawr Capital Management
Pennsylvania
$549K
NGA
480
Naples Global Advisors
Florida
$549K
CHJWM
481
Carlton Hofferkamp & Jenks Wealth Management
Texas
$547K
WSFS
482
Wilmington Savings Fund Society
Delaware
$543K
MW
483
MBL Wealth
North Carolina
$539K
BPWM
484
Badgley Phelps Wealth Managers
Washington
$526K
AG
485
Ascent Group
Virginia
$526K
LFA
486
Legacy Financial Advisors
Kentucky
$523K
GWM
487
GDS Wealth Management
Texas
$516K
SCM
488
Steele Capital Management
Iowa
$512K
VCM
489
Vivaldi Capital Management
Illinois
$509K
CFO
490
CVA Family Office
Colorado
$508K
MAS
491
MPWM Advisory Solutions
Georgia
$508K
NCM
492
NCM Capital Management
New Jersey
$507K
CSI
493
Cross Staff Investments
New York
$504K
ATPW
494
Ashton Thomas Private Wealth
Arizona
$500K
QCIG
495
Quad-Cities Investment Group
Iowa
$498K
AP
496
Americana Partners
Texas
$495K
TCM
497
Towneley Capital Management
California
$489K
RA
498
RFG Advisory
Alabama
$489K
CWMG
499
Compass Wealth Management (Georgia)
Georgia
$487K
OFG
500
Oxford Financial Group
Indiana
$487K