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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
KFG
626
Kelly Financial Group
Connecticut
$263K
NG
627
Norden Group
Utah
$262K
CW
628
CreativeOne Wealth
Kansas
$262K
SCI
629
Silver Coast Investments
United States
$260K
CFGA
630
Cambridge Financial Group (Arizona)
Arizona
$260K
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
GA
635
Gordian Advisors
Arizona
$251K
AssetMark Inc
636
AssetMark Inc
California
$248K
IFG
637
Independent Financial Group
California
$246K
LIM
638
Leavell Investment Management
Alabama
$244K
ODA
639
One Degree Advisors
California
$242K
WAOI
640
Wealth Advisors of Iowa
Iowa
$242K
HAG
641
HighPoint Advisor Group
Illinois
$240K
BC
642
BDFS Capital
Delaware
$239K
NW
643
NewEdge Wealth
Pennsylvania
$239K
GFWA
644
Grey Fox Wealth Advisors
Delaware
$239K
MPAM
645
Murphy Pohlad Asset Management
Minnesota
$238K
BA
646
Bellwether Advisors
Nebraska
$236K
AWM
647
Aprio Wealth Management
Georgia
$235K
FI
648
Financial Insights
Washington
$235K
RFA
649
Reyes Financial Architecture
California
$235K
WWM
650
Western Wealth Management
Colorado
$232K