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Dimensional US Marketwide Value ETF

757 hedge funds and large institutions have $10.9B invested in Dimensional US Marketwide Value ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 251 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
GLLW
101
Graves Light Lenhart Wealth
Virginia
$17.1M
QCM
102
Quantinno Capital Management
New York
$16.4M
MFWP
103
Mosaic Family Wealth Partners
Missouri
$16.3M
PFA
104
Pillar Financial Advisors
Kentucky
$16.2M
RWM
105
Ruedi Wealth Management
Illinois
$16M
AAM
106
Austin Asset Management
Texas
$15.8M
SWM
107
Spire Wealth Management
Virginia
$15.8M
NWM
108
Navigoe Wealth Management
California
$15.6M
SAI
109
Savvy Advisors Inc
New York
$15.5M
LFG
110
Larson Financial Group
Missouri
$15.5M
FSWA
111
Financial Synergies Wealth Advisors
Texas
$15.4M
PS
112
Pinney & Scofield
Massachusetts
$15.4M
OIA
113
OneDigital Investment Advisors
Kansas
$15.3M
AUB
114
Atlantic Union Bankshares
Virginia
$15.2M
JP Morgan Chase
115
JP Morgan Chase
New York
$15.1M
SWG
116
Summit Wealth Group
Vermont
$15.1M
Osaic Holdings
117
Osaic Holdings
Arizona
$14.5M
SIMC
118
Squire Investment Management Company
Utah
$14.4M
DPI
119
Diversified Portfolios Inc
Michigan
$14.3M
DAS
120
Dynamic Advisor Solutions
Arizona
$14.2M
PFS
121
Professional Financial Solutions
Virginia
$14.2M
Morgan Stanley
122
Morgan Stanley
New York
$13.9M
SWM
123
Sterling Wealth Management
Illinois
$13.8M
BW
124
BIP Wealth
Georgia
$13.7M
BA
125
Bridgewater Advisors
New York
$13.6M