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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
MHIC
601
Marble Harbor Investment Counsel
Massachusetts
$285K
BOC
602
Bull Oak Capital
California
$283K
FB
603
First Bancorp
Maine
$283K
VPF
604
Vantage Point Financial
Illinois
$281K
SWA
605
Sterling Wealth Advisors
Florida
$281K
IA
606
Inspire Advisors
Idaho
$278K
NAM
607
NTV Asset Management
West Virginia
$277K
VA
608
Vident Advisory
Georgia
$277K
WDL
609
Well Done LLC
Michigan
$275K
LF
610
Lantz Financial
Illinois
$274K
BCI
611
Brinker Capital Investments
Pennsylvania
$272K
RP
612
Rowlandmiller & Partners
Georgia
$268K
CA
613
Cortland Associates
Missouri
$268K
DI
614
Disciplined Investors
Texas
$267K
EFG
615
Everhart Financial Group
Ohio
$267K
WJA
616
Willis Johnson & Associates
Texas
$267K
HSA
617
HBK Sorce Advisory
Pennsylvania
$265K
GSEP
618
Golden State Equity Partners
California
$265K
KFG
619
Kelly Financial Group
Connecticut
$263K
NG
620
Norden Group
Utah
$262K
CW
621
CreativeOne Wealth
Kansas
$262K
SCI
622
Silver Coast Investments
United States
$260K
CFGA
623
Cambridge Financial Group (Arizona)
Arizona
$260K
VF
624
Vawter Financial
Ohio
$259K
PMG
625
Private Management Group
California
$258K