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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
TFM
676
Trademark Financial Management
Minnesota
$207K
WAOTB
677
Wealth Advisors of Tampa Bay
Florida
$206K
MW
678
Marble Wealth
Alabama
$206K
AA
679
Advisory Alpha
Michigan
$205K
OFP
680
OLIO Financial Planning
Virginia
$205K
LWM
681
Lodestone Wealth Management
Washington
$204K
ACA
682
Affinity Capital Advisors
California
$204K
HTC
683
Haverford Trust Company
Pennsylvania
$202K
WS
684
Wedbush Securities
California
$201K
DFA
685
DHJJ Financial Advisors
Illinois
$180K
SN
686
Sittner & Nelson
Oregon
$179K
HR
687
Howe & Rusling
New York
$178K
JWM
688
JPL Wealth Management
Colorado
$177K
MWA
689
Medallion Wealth Advisors
Connecticut
$177K
AF
690
Advisornet Financial
Minnesota
$174K
GWM
691
Grand Wealth Management
Michigan
$174K
HFS
692
Hantz Financial Services
Michigan
$163K
AWM
693
Abound Wealth Management
Tennessee
$161K
SIS
694
Sound Income Strategies
Florida
$157K
ACA
695
American Capital Advisory
Idaho
$156K
KFAS
696
Keating Financial Advisory Services
Kansas
$152K
PCFFS
697
Pacific Center for Financial Services
California
$145K
CI
698
CX Institutional
Indiana
$145K
KCM
699
KM Capital Management
Texas
$139K
Russell Investments Group
700
Russell Investments Group
United Kingdom
$135K