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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
BB
626
Bell Bank
North Dakota
$257K
BSG
627
Black Swift Group
Colorado
$254K
GA
628
Gordian Advisors
Arizona
$251K
AssetMark Inc
629
AssetMark Inc
California
$248K
IFG
630
Independent Financial Group
California
$246K
LIM
631
Leavell Investment Management
Alabama
$244K
ODA
632
One Degree Advisors
California
$242K
WAOI
633
Wealth Advisors of Iowa
Iowa
$242K
HAG
634
HighPoint Advisor Group
Illinois
$240K
BC
635
BDFS Capital
Delaware
$239K
NW
636
NewEdge Wealth
Pennsylvania
$239K
GFWA
637
Grey Fox Wealth Advisors
Delaware
$239K
MPAM
638
Murphy Pohlad Asset Management
Minnesota
$238K
BA
639
Bellwether Advisors
Nebraska
$236K
AWM
640
Aprio Wealth Management
Georgia
$235K
FI
641
Financial Insights
Washington
$235K
RFA
642
Reyes Financial Architecture
California
$235K
WWM
643
Western Wealth Management
Colorado
$232K
IF
644
Intrua Financial
Texas
$231K
CIC
645
Carnegie Investment Counsel
Ohio
$231K
M
646
MOTCO
Texas
$231K
MMA
647
Miracle Mile Advisors
California
$228K
AIA
648
AssuredPartners Investment Advisors
Florida
$228K
TCM
649
Tufton Capital Management
Maryland
$228K
RFM
650
Royal Fund Management
Florida
$228K