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Dimensional US Marketwide Value ETF

759 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
759
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
TCM
651
Tufton Capital Management
Maryland
$228K
RFM
652
Royal Fund Management
Florida
$228K
CGA
653
Crescent Grove Advisors
Illinois
$227K
LW
654
Lauer Wealth
Indiana
$225K
MWM
655
Modern Wealth Management
Kansas
$224K
QCG
656
Quadrant Capital Group
Ohio
$222K
WCM
657
Wallace Capital Management
Texas
$221K
SFM
658
Signet Financial Management
New Jersey
$221K
BNA
659
BankChampaign, National Association
Illinois
$220K
SWP
660
Strategic Wealth Partners
Ohio
$220K
GPA
661
Guidance Point Advisors
Massachusetts
$220K
HWMC
662
Heritage Wealth Management (California)
California
$216K
CA
663
Continuum Advisory
Idaho
$215K
HW
664
HORAN Wealth
Ohio
$215K
AO
665
Advisor OS
Illinois
$213K
MA
666
MJP Associates
Connecticut
$213K
CA
667
CGN Advisors
Kansas
$211K
TF
668
Threadgill Financial
Texas
$211K
SWM
669
Sherman Wealth Management
Maryland
$211K
PIA
670
Perennial Investment Advisors
California
$211K
CWM
671
Centric Wealth Management
Illinois
$211K
CG
672
Corundum Group
Colorado
$210K
HH
673
HWG Holdings
Texas
$209K
QCM
674
QRG Capital Management
Illinois
$209K
AHC
675
Anderson Hoagland & Co
Missouri
$209K