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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
KFAS
701
Keating Financial Advisory Services
Kansas
$152K -$14.2K -289 -8%
PCFFS
702
Pacific Center for Financial Services
California
$145K +$7.8K +159 +6%
CI
703
CX Institutional
Indiana
$145K +$491 +10 +0.3%
KCM
704
KM Capital Management
Texas
$139K +$130K +2,650 New
Russell Investments Group
705
Russell Investments Group
United Kingdom
$135K -$36.4K -742 -21%
Qube Research & Technologies (QRT)
706
Qube Research & Technologies (QRT)
United Kingdom
$133K -$151K -3,069 -53%
AFC
707
Ares Financial Consulting
California
$132K +$294 +6 +0.2%
FC
708
Financial Consulate
Maryland
$123K
HNB
709
Hilltop National Bank
Wyoming
$121K
GWANC
710
Guardian Wealth Advisors (North Carolina)
North Carolina
$121K +$122K +2,487 New
FDCP
711
Foster Dykema Cabot & Partners
Massachusetts
$118K
LBC
712
Lowe Brockenbrough & Co
Virginia
$116K -$8.88K -181 -7%
AP
713
Aspect Partners
Virginia
$109K
CB
714
CNB Bank
Pennsylvania
$105K
TCA
715
Trifecta Capital Advisors
Illinois
$103K
JFG
716
JDM Financial Group
Texas
$92K
MCM
717
MV Capital Management
Maryland
$90.5K
WSFG
718
Wall Street Financial Group
Illinois
$90.3K +$91.4K +1,863 New
ADL
719
Asset Dedication LLC
California
$84.5K +$294 +6 +0.3%
AIP
720
Ameritas Investment Partners
Nebraska
$74.5K -$3.14K -64 -4%
CMP
721
Coston McIsaac & Partners
Maine
$70K +$245 +5 +0.3%
TIM
722
Thompson Investment Management
Wisconsin
$68K
UBS AM
723
UBS AM
Illinois
$66.7K
CCWM
724
Cassaday & Co Wealth Management
Virginia
$65.5K +$66.3K +1,352 New
RWS
725
Retirement Wealth Solutions
Wisconsin
$65.1K