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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
AFA
476
American Financial Advisors
Georgia
$589K
EWA
477
Elevate Wealth Advisory
Georgia
$583K
BCM
478
Basso Capital Management
Connecticut
$572K
ZIM
479
Zacks Investment Management
Illinois
$570K
Empower Advisory Group
480
Empower Advisory Group
Colorado
$563K
WTA
481
Washington Trust Advisors
Massachusetts
$562K
TFA
482
TPG Financial Advisors
Oregon
$562K
HCM
483
Hollencrest Capital Management
California
$549K
BMCM
484
Bryn Mawr Capital Management
Pennsylvania
$549K
NGA
485
Naples Global Advisors
Florida
$549K
CHJWM
486
Carlton Hofferkamp & Jenks Wealth Management
Texas
$547K
WSFS
487
Wilmington Savings Fund Society
Delaware
$543K
MW
488
MBL Wealth
North Carolina
$539K
BPWM
489
Badgley Phelps Wealth Managers
Washington
$526K
AG
490
Ascent Group
Virginia
$526K
LFA
491
Legacy Financial Advisors
Kentucky
$523K
GWM
492
GDS Wealth Management
Texas
$516K
SCM
493
Steele Capital Management
Iowa
$512K
VCM
494
Vivaldi Capital Management
Illinois
$509K
CFO
495
CVA Family Office
Colorado
$508K
MAS
496
MPWM Advisory Solutions
Georgia
$508K
NCM
497
NCM Capital Management
New Jersey
$507K
CSI
498
Cross Staff Investments
New York
$504K
ATPW
499
Ashton Thomas Private Wealth
Arizona
$500K
QCIG
500
Quad-Cities Investment Group
Iowa
$498K