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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
IFWM
551
Institute for Wealth Management
Colorado
$363K
HCP
552
Holt Capital Partners
Texas
$362K
LCM
553
LVM Capital Management
Michigan
$358K
DFP
554
Donalies Financial Planning
District of Columbia
$358K
AFAS
555
Acorn Financial Advisory Services
Virginia
$357K
SSWM
556
Smith Salley Wealth Management
North Carolina
$356K
IIA
557
Integrity Investment Advisors
Colorado
$355K
FWTB
558
First Western Trust Bank
Colorado
$353K
MCM
559
M1 Capital Management
Michigan
$349K
CT
560
Caldwell Trust
Florida
$344K
BF
561
BOK Financial
Oklahoma
$343K
PS
562
Principal Securities
Iowa
$343K
WWM
563
Whalen Wealth Management
Nevada
$341K
PWP
564
Ponta Wealth Partners
Florida
$337K
HI
565
Harbour Investments
Wisconsin
$336K
UB
566
UMB Bank
Missouri
$332K
ECM
567
Evergreen Capital Management
Washington
$330K
WTB
568
Washington Trust Bank
Washington
$326K
FJWM
569
Ferguson Johnson Wealth Management
Maryland
$324K
RWM
570
Ritholtz Wealth Management
New York
$324K
WW
571
Waterfront Wealth
Kansas
$322K
GWM
572
GSB Wealth Management
Connecticut
$322K
HPA
573
High Probability Advisors
New York
$322K
AFP
574
Ausdal Financial Partners
Iowa
$320K
GD
575
Grandfield & Dodd
New York
$319K