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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
VWA
151
Visionary Wealth Advisors
Illinois
$9.29M
EWA
152
EverSource Wealth Advisors
Alabama
$9.15M
WA
153
Walsh & Associates
Florida
$9.06M
WRPWM
154
Werba Rubin Papier Wealth Management
California
$8.96M
Bank of America
155
Bank of America
North Carolina
$8.94M
Truist Financial
156
Truist Financial
North Carolina
$8.73M
WANY
157
Wealthspire Advisors (New York)
New York
$8.64M
SCA
158
Strathmore Capital Advisors
North Carolina
$8.6M
FH
159
Financial Harvest
Florida
$8.48M
BTWM
160
Baker Tilly Wealth Management
Wisconsin
$8.32M
BAM
161
Belleair Asset Management
Florida
$8.15M
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$8.09M
TCM
163
TruNorth Capital Management
Michigan
$7.92M
AWM
164
Ariadne Wealth Management
California
$7.9M
SA
165
Seneschal Advisors
Washington
$7.86M
SFC
166
Sprinkle Financial Consultants
Colorado
$7.61M
EWA
167
Exencial Wealth Advisors
Oklahoma
$7.5M
JWA
168
JFS Wealth Advisors
Pennsylvania
$7.37M
LFS
169
Lutz Financial Services
Nebraska
$7.3M
SPM
170
Summit Portfolio Management
Nevada
$7.12M
KWA
171
Kondo Wealth Advisors
California
$6.93M
WAM
172
Weinberger Asset Management
California
$6.85M
FNBSF
173
First National Bank Sioux Falls
South Dakota
$6.78M
CWM
174
CarsonAllaria Wealth Management
Illinois
$6.71M
NWM
175
Northwest Wealth Management
Iowa
$6.58M