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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
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
109
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
CWM
676
Centric Wealth Management
Illinois
$211K
CG
677
Corundum Group
Colorado
$210K
HH
678
HWG Holdings
Texas
$209K
QCM
679
QRG Capital Management
Illinois
$209K
AHC
680
Anderson Hoagland & Co
Missouri
$209K
TFM
681
Trademark Financial Management
Minnesota
$207K
WAOTB
682
Wealth Advisors of Tampa Bay
Florida
$206K
MW
683
Marble Wealth
Alabama
$206K
AA
684
Advisory Alpha
Michigan
$205K
OFP
685
OLIO Financial Planning
Virginia
$205K
LWM
686
Lodestone Wealth Management
Washington
$204K
ACA
687
Affinity Capital Advisors
California
$204K
HTC
688
Haverford Trust Company
Pennsylvania
$202K
WS
689
Wedbush Securities
California
$201K
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
MWA
694
Medallion Wealth Advisors
Connecticut
$177K
AF
695
Advisornet Financial
Minnesota
$174K
GWM
696
Grand Wealth Management
Michigan
$174K
HFS
697
Hantz Financial Services
Michigan
$163K
AWM
698
Abound Wealth Management
Tennessee
$161K
SIS
699
Sound Income Strategies
Florida
$157K
ACA
700
American Capital Advisory
Idaho
$156K