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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
BA
126
Bridgewater Advisors
New York
$13.6M
AFG
127
Altiora Financial Group
Ohio
$13.5M
NDWM
128
New Dimensions Wealth Management
Texas
$13.4M
AA
129
Addison Advisors
Vermont
$13.3M
FF
130
Frankly Finances
Florida
$13M
Wells Fargo
131
Wells Fargo
California
$12.7M
ALWM
132
Andrews Lucia Wealth Management
California
$12.6M
LFA
133
Lauterbach Financial Advisors
Texas
$12.5M
KAS
134
Kestra Advisory Services
Texas
$12.5M
VPWA
135
Vestia Personal Wealth Advisors
Indiana
$12.1M
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$11.8M
EWA
137
EP Wealth Advisors
California
$11.7M
BH
138
Burk Holdings
Oklahoma
$11M
IAG
139
Investmark Advisory Group
Connecticut
$11M
RFA
140
RTD Financial Advisors
Pennsylvania
$10.7M
JWM
141
JDH Wealth Management
California
$10.6M
CWMA
142
Capstone Wealth Management (Alabama)
Alabama
$10.3M
AFG
143
Atomi Financial Group
New York
$10.1M
TFA
144
Tobias Financial Advisors
Florida
$9.95M
VCM
145
Versant Capital Management
Arizona
$9.93M
Jones Financial Companies
146
Jones Financial Companies
Missouri
$9.81M
RLWM
147
RF&L Wealth Management
Massachusetts
$9.74M
GA
148
Greenspring Advisors
Maryland
$9.69M
MCM
149
MAI Capital Management
Ohio
$9.44M
PCM
150
Peirce Capital Management
Texas
$9.43M