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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
LI
76
LRI Investments
Florida
$26.4M
W
77
WorthPointe
California
$25.2M
BAM
78
Bayshore Asset Management
Florida
$25.1M
PHWA
79
Petersen Hastings Wealth Advisors
Washington
$24.7M
1WM
80
1900 Wealth Management
Texas
$24.6M
BFA
81
Benningfield Financial Advisors
California
$24.6M
AIS
82
American Investment Services
Massachusetts
$23.3M
Stifel Financial
83
Stifel Financial
Missouri
$23.2M
MG
84
Mather Group
Illinois
$23.2M
RCI
85
RS Crum Inc
California
$22.8M
KA
86
Kooman & Associates
Pennsylvania
$22.7M
LFGO
87
Legacy Financial Group (Oklahoma)
Oklahoma
$22.7M
VT
88
Vise Technologies
New York
$22.5M
PMIM
89
Prudent Man Investment Management
Colorado
$22.3M
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$22.1M
DPW
91
DiNuzzo Private Wealth
Pennsylvania
$22.1M
AQR Capital Management
92
AQR Capital Management
Connecticut
$21.6M
BBNB
93
Baker Boyer National Bank
Washington
$21.4M
SFA
94
Sequoia Financial Advisors
Ohio
$21.1M
FIS
95
Fischer Investment Strategies
California
$20.7M
UBS Group
96
UBS Group
Switzerland
$19.9M
DWM
97
Dopkins Wealth Management
New York
$19.7M
CA
98
Claris Advisors
Missouri
$19.1M
Financial Engines Advisors
99
Financial Engines Advisors
California
$18.7M
CWS
100
Confluence Wealth Services
Pennsylvania
$18M