We are live on ! Find out more
DFUV icon

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
SWIM
751
Smallwood Wealth Investment Management
New Jersey
$21.7K
SC
752
Steph & Co
Wisconsin
$21.6K
AIC
753
Archer Investment Corporation
Indiana
$20.3K -$4.91K -100 -19%
GWS
754
Glassman Wealth Services
Virginia
$18.8K
TC
755
Truvestments Capital
Florida
$18.1K +$49 +1 +0.3%
SRCM
756
Signature Resources Capital Management
California
$17.7K
FGAM
757
Financial Gravity Asset Management
Texas
$17K
JFGIW
758
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.6K +$16.8K +343 New
HIA
759
Harbor Investment Advisory
Maryland
$10.7K +$883 +18 +9%
WTC
760
WhitTier Trust Company
Nevada
$10.3K -$132K -2,684 -93%
IA
761
IFG Advisory
Georgia
$9.93K -$1.31M -26,782 -99%
SFG
762
Strive Financial Group
Indiana
$8K
AF
763
Abound Financial
California
$5.33K
TFGT
764
TS Financial Group (TSFG)
Illinois
$4K
MNA
765
Manning & Napier Advisors
New York
$1.11K
MWM
766
McMill Wealth Management
Nebraska
-$16.4M -352,175 Closed
TIAA Trust, National Association
767
TIAA Trust, National Association
North Carolina
-$3.7M -79,399 Closed
DAS
768
Diversify Advisory Services
Utah
-$1.22M -25,118 Closed
Susquehanna International Group
769
Susquehanna International Group
Pennsylvania
-$718K -15,416 Closed
Jane Street
770
Jane Street
New York
-$579K -12,425 Closed
SW
771
SVB Wealth
Massachusetts
-$547K -11,749 Closed
TRCT
772
Tower Research Capital (TRC)
New York
-$376K -8,060 Closed
IA
773
Integrity Alliance
Iowa
-$362K -7,780 Closed
AWM
774
Axxcess Wealth Management
California
-$358K -7,689 Closed
CPA
775
Capital Planning Advisors
California
-$314K -6,738 Closed