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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
4WM
526
49 Wealth Management
Texas
$437K
LOPW
527
Live Oak Private Wealth
North Carolina
$434K
TVPW
528
Third View Private Wealth
Connecticut
$430K
GA
529
Goldstein Advisors
Wisconsin
$427K
GKWIM
530
Gerber Kawasaki Wealth & Investment Management
California
$423K
WCM
531
Warburton Capital Management
Oklahoma
$421K
BCM
532
Brookstone Capital Management
Illinois
$420K
RCM
533
RB Capital Management
Nevada
$417K
AG
534
AlTi Global
New York
$413K
CAM
535
Cozad Asset Management
Illinois
$413K
DWA
536
Delos Wealth Advisors
Texas
$412K
NOI
537
Newton One Investments
Delaware
$409K
EWP
538
E-Wealth Partners
Minnesota
$409K
SF
539
Summit Financial
New Jersey
$409K
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$404K
WT
541
Whittier Trust
California
$403K
PWS
542
Physician Wealth Solutions
Nevada
$403K
VVP
543
Venture Visionary Partners
Ohio
$401K
SEIA
544
Signature Estate & Investment Advisors
California
$400K
MHWM
545
Montz Harcus Wealth Management
Louisiana
$391K
RWM
546
Rockwood Wealth Management
Pennsylvania
$388K
FOA
547
Five Oceans Advisors
California
$388K
OC
548
Optima Capital
Oregon
$383K
RI
549
Ridgewood Investments
New Jersey
$380K
CBU
550
CIBC Bancorp USA
Illinois
$379K