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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
OPF
601
Old Peak Finance
North Carolina
$291K
SFGP
602
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$289K
FWI
603
Facet Wealth Inc
Maryland
$289K
CA
604
COFG Advisors
Illinois
$287K
LFAS
605
Level Four Advisory Services
Texas
$287K
AC
606
AlphaCore Capital
California
$285K
RA
607
Rise Advisors
New York
$285K
MHIC
608
Marble Harbor Investment Counsel
Massachusetts
$285K
BOC
609
Bull Oak Capital
California
$283K
FB
610
First Bancorp
Maine
$283K
VPF
611
Vantage Point Financial
Illinois
$281K
SWA
612
Sterling Wealth Advisors
Florida
$281K
IA
613
Inspire Advisors
Idaho
$278K
NAM
614
NTV Asset Management
West Virginia
$277K
VA
615
Vident Advisory
Georgia
$277K
WDL
616
Well Done LLC
Michigan
$275K
LF
617
Lantz Financial
Illinois
$274K
BCI
618
Brinker Capital Investments
Pennsylvania
$272K
RP
619
Rowlandmiller & Partners
Georgia
$268K
CA
620
Cortland Associates
Missouri
$268K
DI
621
Disciplined Investors
Texas
$267K
EFG
622
Everhart Financial Group
Ohio
$267K
WJA
623
Willis Johnson & Associates
Texas
$267K
HSA
624
HBK Sorce Advisory
Pennsylvania
$265K
GSEP
625
Golden State Equity Partners
California
$265K