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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
CGA
651
Crescent Grove Advisors
Illinois
$227K
LW
652
Lauer Wealth
Indiana
$225K
MWM
653
Modern Wealth Management
Kansas
$224K
QCG
654
Quadrant Capital Group
Ohio
$222K
WCM
655
Wallace Capital Management
Texas
$221K
SFM
656
Signet Financial Management
New Jersey
$221K
BNA
657
BankChampaign, National Association
Illinois
$220K
SWP
658
Strategic Wealth Partners
Ohio
$220K
GPA
659
Guidance Point Advisors
Massachusetts
$220K
HWMC
660
Heritage Wealth Management (California)
California
$216K
CA
661
Continuum Advisory
Idaho
$215K
HW
662
HORAN Wealth
Ohio
$215K
AO
663
Advisor OS
Illinois
$213K
MA
664
MJP Associates
Connecticut
$213K
CA
665
CGN Advisors
Kansas
$211K
TF
666
Threadgill Financial
Texas
$211K
SWM
667
Sherman Wealth Management
Maryland
$211K
PIA
668
Perennial Investment Advisors
California
$211K
CWM
669
Centric Wealth Management
Illinois
$211K
CG
670
Corundum Group
Colorado
$210K
HH
671
HWG Holdings
Texas
$209K
QCM
672
QRG Capital Management
Illinois
$209K
AHC
673
Anderson Hoagland & Co
Missouri
$209K
TFM
674
Trademark Financial Management
Minnesota
$207K
WAOTB
675
Wealth Advisors of Tampa Bay
Florida
$206K