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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
CWM
676
Centric Wealth Management
Illinois
$211K
CG
677
Corundum Group
Colorado
$210K +$212K +4,331 New
HH
678
HWG Holdings
Texas
$209K -$67.4K -1,373 -24%
QCM
679
QRG Capital Management
Illinois
$209K -$80.9K -1,649 -28%
AHC
680
Anderson Hoagland & Co
Missouri
$209K
TFM
681
Trademark Financial Management
Minnesota
$207K +$210K +4,280 New
WAOTB
682
Wealth Advisors of Tampa Bay
Florida
$206K +$209K +4,256 New
MW
683
Marble Wealth
Alabama
$206K +$208K +4,243 New
AA
684
Advisory Alpha
Michigan
$205K +$208K +4,240 New
OFP
685
OLIO Financial Planning
Virginia
$205K -$29.1K -593 -12%
LWM
686
Lodestone Wealth Management
Washington
$204K
ACA
687
Affinity Capital Advisors
California
$204K +$207K +4,211 New
HTC
688
Haverford Trust Company
Pennsylvania
$202K +$205K +4,171 New
WS
689
Wedbush Securities
California
$201K +$204K +4,158 New
DFA
690
DHJJ Financial Advisors
Illinois
$180K
SN
691
Sittner & Nelson
Oregon
$179K
HR
692
Howe & Rusling
New York
$178K
JWM
693
JPL Wealth Management
Colorado
$177K +$180K +3,662 New
MWA
694
Medallion Wealth Advisors
Connecticut
$177K -$589 -12 -0.3%
AF
695
Advisornet Financial
Minnesota
$174K +$540 +11 +0.3%
GWM
696
Grand Wealth Management
Michigan
$174K
HFS
697
Hantz Financial Services
Michigan
$163K
AWM
698
Abound Wealth Management
Tennessee
$161K +$147 +3 +0.1%
SIS
699
Sound Income Strategies
Florida
$157K
ACA
700
American Capital Advisory
Idaho
$156K -$44.6K -909 -22%