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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
IF
651
Intrua Financial
Texas
$231K
CIC
652
Carnegie Investment Counsel
Ohio
$231K
M
653
MOTCO
Texas
$231K
MMA
654
Miracle Mile Advisors
California
$228K +$834 +17 +0.4%
AIA
655
AssuredPartners Investment Advisors
Florida
$228K +$638 +13 +0.3%
TCM
656
Tufton Capital Management
Maryland
$228K +$231K +4,710 New
RFM
657
Royal Fund Management
Florida
$228K
CGA
658
Crescent Grove Advisors
Illinois
$227K +$230K +4,682 New
LW
659
Lauer Wealth
Indiana
$225K
MWM
660
Modern Wealth Management
Kansas
$224K
QCG
661
Quadrant Capital Group
Ohio
$222K +$225K +4,586 New
WCM
662
Wallace Capital Management
Texas
$221K
SFM
663
Signet Financial Management
New Jersey
$221K -$11K -224 -5%
BNA
664
BankChampaign National Association
Illinois
$220K +$94.5K +1,926 +73%
SWP
665
Strategic Wealth Partners
Ohio
$220K
GPA
666
Guidance Point Advisors
Massachusetts
$220K +$785 +16 +0.4%
HWMC
667
Heritage Wealth Management (California)
California
$216K
CA
668
Continuum Advisory
Idaho
$215K
HW
669
HORAN Wealth
Ohio
$215K
AO
670
Advisor OS
Illinois
$213K +$540 +11 +0.3%
MA
671
MJP Associates
Connecticut
$213K +$540 +11 +0.3%
CA
672
CGN Advisors
Kansas
$211K -$76.8K -1,565 -26%
TF
673
Threadgill Financial
Texas
$211K
SWM
674
Sherman Wealth Management
Maryland
$211K +$736 +15 +0.3%
PIA
675
Perennial Investment Advisors
California
$211K