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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
AP
501
Americana Partners
Texas
$495K
TCM
502
Towneley Capital Management
California
$489K
RA
503
RFG Advisory
Alabama
$489K
CWMG
504
Compass Wealth Management (Georgia)
Georgia
$487K
OFG
505
Oxford Financial Group
Indiana
$487K
Lido Advisors
506
Lido Advisors
California
$482K
SFG
507
Sovereign Financial Group
Connecticut
$479K
SA
508
Sanctuary Advisors
Indiana
$479K
SFS
509
Strategic Financial Services
New York
$479K
AWM
510
Angeles Wealth Management
California
$469K
AI
511
Accredited Investors
Minnesota
$466K
NPAN
512
Northeast Planning Associates NH
New Hampshire
$463K
EFG
513
Everest Financial Group
Minnesota
$460K
GI
514
Gradient Investments
Minnesota
$457K
ARA
515
Approach Retirement Advisors
Alabama
$456K
AFA
516
Avant Financial Advisors
Texas
$454K
PTC
517
Private Trust Company
Ohio
$449K
MKW
518
Mullaney, Keating & Wright
Connecticut
$446K
PCA
519
Prosperity Capital Advisors
Ohio
$446K
OCM
520
Orion Capital Management
California
$445K
AW
521
Aspirean Wealth
California
$444K
AC
522
Avestar Capital
New York
$444K
MGWA
523
Monument Group Wealth Advisors
Massachusetts
$442K
SAM
524
Summit Asset Management
Tennessee
$441K
IF
525
Ironwood Financial
Arizona
$440K