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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
AFG
126
Altiora Financial Group
Ohio
$13.5M
NDWM
127
New Dimensions Wealth Management
Texas
$13.4M
AA
128
Addison Advisors
Vermont
$13.3M
FF
129
Frankly Finances
Florida
$13M
Wells Fargo
130
Wells Fargo
California
$12.7M
ALWM
131
Andrews Lucia Wealth Management
California
$12.6M
LFA
132
Lauterbach Financial Advisors
Texas
$12.5M
KAS
133
Kestra Advisory Services
Texas
$12.5M
VPWA
134
Vestia Personal Wealth Advisors
Indiana
$12.1M
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$11.8M
EWA
136
EP Wealth Advisors
California
$11.7M
BH
137
Burk Holdings
Oklahoma
$11M
IAG
138
Investmark Advisory Group
Connecticut
$11M
RFA
139
RTD Financial Advisors
Pennsylvania
$10.7M
JWM
140
JDH Wealth Management
California
$10.6M
CWMA
141
Capstone Wealth Management (Alabama)
Alabama
$10.3M
AFG
142
Atomi Financial Group
New York
$10.1M
TFA
143
Tobias Financial Advisors
Florida
$9.95M
VCM
144
Versant Capital Management
Arizona
$9.93M
Jones Financial Companies
145
Jones Financial Companies
Missouri
$9.81M
RLWM
146
RF&L Wealth Management
Massachusetts
$9.74M
GA
147
Greenspring Advisors
Maryland
$9.69M
MCM
148
MAI Capital Management
Ohio
$9.44M
PCM
149
Peirce Capital Management
Texas
$9.43M
LFA
150
Level Financial Advisors
New York
$9.36M