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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
JWS
101
Juncture Wealth Strategies
Arizona
$17.7M
GLLW
102
Graves Light Lenhart Wealth
Virginia
$17.1M
QCM
103
Quantinno Capital Management
New York
$16.4M
MFWP
104
Mosaic Family Wealth Partners
Missouri
$16.3M
PFA
105
Pillar Financial Advisors
Kentucky
$16.2M
RWM
106
Ruedi Wealth Management
Illinois
$16M
AAM
107
Austin Asset Management
Texas
$15.8M
SWM
108
Spire Wealth Management
Virginia
$15.8M
NWM
109
Navigoe Wealth Management
California
$15.6M
SAI
110
Savvy Advisors Inc
New York
$15.5M
LFG
111
Larson Financial Group
Missouri
$15.5M
FSWA
112
Financial Synergies Wealth Advisors
Texas
$15.4M
PS
113
Pinney & Scofield
Massachusetts
$15.4M
OIA
114
OneDigital Investment Advisors
Kansas
$15.3M
AUB
115
Atlantic Union Bankshares
Virginia
$15.2M
JP Morgan Chase
116
JP Morgan Chase
New York
$15.1M
SWG
117
Summit Wealth Group
Vermont
$15.1M
Osaic Holdings
118
Osaic Holdings
Arizona
$14.5M
SIMC
119
Squire Investment Management Company
Utah
$14.4M
DPI
120
Diversified Portfolios Inc
Michigan
$14.3M
DAS
121
Dynamic Advisor Solutions
Arizona
$14.2M
PFS
122
Professional Financial Solutions
Virginia
$14.2M
Morgan Stanley
123
Morgan Stanley
New York
$13.9M
SWM
124
Sterling Wealth Management
Illinois
$13.8M
BW
125
BIP Wealth
Georgia
$13.7M