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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
FC
701
Financial Consulate
Maryland
$123K
HNB
702
Hilltop National Bank
Wyoming
$121K
GWANC
703
Guardian Wealth Advisors (North Carolina)
North Carolina
$121K
FDCP
704
Foster Dykema Cabot & Partners
Massachusetts
$118K
LBC
705
Lowe Brockenbrough & Co
Virginia
$116K
AP
706
Aspect Partners
Virginia
$109K
CB
707
CNB Bank
Pennsylvania
$105K
TCA
708
Trifecta Capital Advisors
Illinois
$103K
JFG
709
JDM Financial Group
Texas
$92K
MCM
710
MV Capital Management
Maryland
$90.5K
WSFG
711
Wall Street Financial Group
Illinois
$90.3K
AIP
712
Ameritas Investment Partners
Nebraska
$74.5K
CMP
713
Coston McIsaac & Partners
Maine
$70K
TIM
714
Thompson Investment Management
Wisconsin
$68K
UBS AM
715
UBS AM
Illinois
$66.7K
CCWM
716
Cassaday & Co Wealth Management
Virginia
$65.5K
RWS
717
Retirement Wealth Solutions
Wisconsin
$65.1K
Bessemer Group
718
Bessemer Group
New Jersey
$65K
ME
719
McIlrath & Eck
Washington
$62.3K
EWM
720
Evermay Wealth Management
Virginia
$61.8K
GWM
721
Geneos Wealth Management
Colorado
$59.7K
DJSG
722
D.J. St. Germain
Massachusetts
$58.7K
CFD
723
Creative Financial Designs
Indiana
$57.9K
AAP
724
Arax Advisory Partners
Colorado
$55.3K
PB
725
Pinnacle Bancorp
Nebraska
$51.4K