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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
GWP
551
Gateway Wealth Partners
Wisconsin
$377K
IWS
552
Integrity Wealth Solutions
Colorado
$374K
TNBTD
553
Trustmark National Bank Trust Department
Mississippi
$373K
LFP
554
Leeward Financial Partners
Washington
$372K
PPW
555
Pasadena Private Wealth
California
$371K
CCC
556
Compass Capital Corp
Massachusetts
$371K
RC
557
Roundview Capital
New Jersey
$370K
ACP
558
Aviance Capital Partners
Florida
$366K
IFWM
559
Institute for Wealth Management
Colorado
$363K
HCP
560
Holt Capital Partners
Texas
$362K
LCM
561
LVM Capital Management
Michigan
$358K
DFP
562
Donalies Financial Planning
District of Columbia
$358K
AFAS
563
Acorn Financial Advisory Services
Virginia
$357K
SSWM
564
Smith Salley Wealth Management
North Carolina
$356K
IIA
565
Integrity Investment Advisors
Colorado
$355K
FWTB
566
First Western Trust Bank
Colorado
$353K
MCM
567
M1 Capital Management
Michigan
$349K
CT
568
Caldwell Trust
Florida
$344K
BF
569
BOK Financial
Oklahoma
$343K
PS
570
Principal Securities
Iowa
$343K
WWM
571
Whalen Wealth Management
Nevada
$341K
PWP
572
Ponta Wealth Partners
Florida
$337K
HI
573
Harbour Investments
Wisconsin
$336K
UB
574
UMB Bank
Missouri
$332K
ECM
575
Evergreen Capital Management
Washington
$330K