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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

300% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 15

4% more funds holding

Funds holding: 736765 (+29)

1% more capital invested

Capital invested by funds: $10.8B → $11B (+$108M)

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

3.04% less ownership

Funds ownership: 84.48%81.44% (-3%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
765
Holders Change
+29
Holders Change %
+3.94%
% of All Funds
9.42%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.34%
New
60
Increased
229
Reduced
253
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFG
626
Kelly Financial Group
Connecticut
$263K +$21.1K +431 +9%
NG
627
Norden Group
Utah
$262K +$981 +20 +0.4%
CW
628
CreativeOne Wealth
Kansas
$262K +$46.3K +943 +21%
SCI
629
Silver Coast Investments
United States
$260K +$263K +5,365 New
CFGA
630
Cambridge Financial Group (Arizona)
Arizona
$260K -$80K -1,630 -23%
VF
631
Vawter Financial
Ohio
$259K
PMG
632
Private Management Group
California
$258K
BB
633
Bell Bank
North Dakota
$257K
BSG
634
Black Swift Group
Colorado
$254K -$196K -4,000 -43%
GA
635
Gordian Advisors
Arizona
$251K +$255K +5,189 New
AssetMark Inc
636
AssetMark Inc
California
$248K -$22.9K -467 -8%
IFG
637
Independent Financial Group
California
$246K -$3.34K -68 -1%
LIM
638
Leavell Investment Management
Alabama
$244K
ODA
639
One Degree Advisors
California
$242K -$6.87K -140 -3%
WAOI
640
Wealth Advisors of Iowa
Iowa
$242K
HAG
641
HighPoint Advisor Group
Illinois
$240K
BC
642
BDFS Capital
Delaware
$239K -$4.66K -95 -2%
NW
643
NewEdge Wealth
Pennsylvania
$239K
GFWA
644
Grey Fox Wealth Advisors
Delaware
$239K +$883 +18 +0.4%
MPAM
645
Murphy Pohlad Asset Management
Minnesota
$238K
BA
646
Bellwether Advisors
Nebraska
$236K
AWM
647
Aprio Wealth Management
Georgia
$235K +$238K +4,853 New
FI
648
Financial Insights
Washington
$235K
RFA
649
Reyes Financial Architecture
California
$235K
WWM
650
Western Wealth Management
Colorado
$232K +$234K +4,779 New