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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
Bessemer Group
726
Bessemer Group
New Jersey
$65K
ME
727
McIlrath & Eck
Washington
$62.3K
EWM
728
Evermay Wealth Management
Virginia
$61.8K
GWM
729
Geneos Wealth Management
Colorado
$59.7K
DJSG
730
D.J. St. Germain
Massachusetts
$58.7K
CFD
731
Creative Financial Designs
Indiana
$57.9K +$49 +1 +0.1%
AAP
732
Arax Advisory Partners
Colorado
$55.3K
PB
733
Pinnacle Bancorp
Nebraska
$51.4K
CFSG
734
Community Financial Services Group
Vermont
$49.8K +$50.2K +1,024 New
HWA
735
HHM Wealth Advisors
Tennessee
$49.4K
VWA
736
VSM Wealth Advisory
Maryland
$48.5K
VAI
737
Vanguard Advisers Inc
Pennsylvania
$46.8K +$47.3K +965 New
GCP
738
Gill Capital Partners
Colorado
$46.3K +$46.8K +955 New
IRC
739
Investors Research Corp
Georgia
$46.2K
SFC
740
SYM Financial Corp
Indiana
$43.3K
CSB
741
City State Bank
Iowa
$36.1K
SIM
742
Synergy Investment Management
Florida
$34.9K +$35.3K +719 New
HFS
743
Hughes Financial Services
Virginia
$33.6K +$34K +693 New
TCWA
744
Turtle Creek Wealth Advisors
Texas
$32.6K +$33K +673 New
GG
745
Gleason Group
Kentucky
$30.4K +$147 +3 +0.5%
PAG
746
Paladin Advisory Group
Iowa
$30.1K
HWP
747
Highline Wealth Partners
California
$24.1K +$24.4K +498 New
AF
748
Alerus Financial
North Dakota
$23.5K
MIM
749
Marshall Investment Management
Colorado
$23.2K +$23.4K +478 New
IWP
750
IAG Wealth Partners
Wisconsin
$22.1K