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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
Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
109
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
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
GWS
754
Glassman Wealth Services
Virginia
$18.8K
TC
755
Truvestments Capital
Florida
$18.1K
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
HIA
759
Harbor Investment Advisory
Maryland
$10.7K
WTC
760
WhitTier Trust Company
Nevada
$10.3K
IA
761
IFG Advisory
Georgia
$9.93K
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
TIAA Trust, National Association
767
TIAA Trust, National Association
North Carolina
DAS
768
Diversify Advisory Services
Utah
Susquehanna International Group
769
Susquehanna International Group
Pennsylvania
Jane Street
770
Jane Street
New York
SW
771
SVB Wealth
Massachusetts
TRCT
772
Tower Research Capital (TRC)
New York
IA
773
Integrity Alliance
Iowa
AWM
774
Axxcess Wealth Management
California
CPA
775
Capital Planning Advisors
California