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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$36.3M +$12.9M +263,396 +54%
Mariner
52
Mariner
Kansas
$35.3M +$2.92M +59,608 +9%
CA
53
Clune & Associates
Illinois
$34.8M +$8.75M +178,352 +33%
MWM
54
Mission Wealth Management
California
$34.6M -$292K -5,952 -0.8%
THL
55
Tillman Hartley LLC
Colorado
$34.5M -$1.18M -24,054 -3%
PCI
56
Planning Center Inc
Illinois
$34.5M -$2.3M -46,786 -6%
RYA
57
Richard Young Associates
Georgia
$34.4M +$273K +5,566 +0.8%
AL
58
Aspiriant LLC
California
$34.3M -$485K -9,884 -1%
WMN
59
Wealth Management Nebraska
Nebraska
$34.3M -$99.5K -2,029 -0.3%
WA
60
Wealth Architects
California
$33.9M -$517K -10,548 -1%
HWMT
61
Heritage Wealth Management (Texas)
Texas
$33.3M +$599K +12,201 +2%
CPA
62
Cardiff Park Advisors
California
$31.1M -$1.93M -39,251 -6%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$30.3M -$1.34M -27,235 -4%
MAM
64
McLean Asset Management
Virginia
$29.8M -$646K -13,179 -2%
TAWM
65
Three Arch Wealth Management
California
$29.1M -$48.6K -991 -0.2%
W
66
WPWealth
Texas
$29.1M +$990K +20,176 +3%
RIM
67
RW Investment Management
Idaho
$28.5M +$28.8M +587,440 New
PFG
68
Premier Financial Group
California
$28M -$538K -10,960 -2%
SWA
69
ShankerValleau Wealth Advisors
Illinois
$27.9M -$254K -5,188 -0.9%
RFP
70
Root Financial Partners
California
$27.8M -$4.38M -89,189 -13%
FFA
71
Farther Finance Advisors
California
$27.3M +$4.1M +83,595 +18%
TWP
72
TFO Wealth Partners
Ohio
$27.1M +$136K +2,770 +0.5%
MWM
73
Meritas Wealth Management
California
$27.1M -$247K -5,035 -0.9%
SP
74
Symmetry Partners
Connecticut
$26.5M -$1.95M -39,796 -7%
MFT
75
Moisand Fitzgerald Tamayo
Florida
$26.4M -$588K -11,984 -2%