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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
LFA
151
Level Financial Advisors
New York
$9.36M
VWA
152
Visionary Wealth Advisors
Illinois
$9.29M
EWA
153
EverSource Wealth Advisors
Alabama
$9.15M
WA
154
Walsh & Associates
Florida
$9.06M
WRPWM
155
Werba Rubin Papier Wealth Management
California
$8.96M
Bank of America
156
Bank of America
North Carolina
$8.94M
Truist Financial
157
Truist Financial
North Carolina
$8.73M
WANY
158
Wealthspire Advisors (New York)
New York
$8.64M
SCA
159
Strathmore Capital Advisors
North Carolina
$8.6M
FH
160
Financial Harvest
Florida
$8.48M
BTWM
161
Baker Tilly Wealth Management
Wisconsin
$8.32M
BAM
162
Belleair Asset Management
Florida
$8.15M
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$8.09M
TCM
164
TruNorth Capital Management
Michigan
$7.92M
AWM
165
Ariadne Wealth Management
California
$7.9M
SA
166
Seneschal Advisors
Washington
$7.86M
SFC
167
Sprinkle Financial Consultants
Colorado
$7.61M
EWA
168
Exencial Wealth Advisors
Oklahoma
$7.5M
JWA
169
JFS Wealth Advisors
Pennsylvania
$7.37M
LFS
170
Lutz Financial Services
Nebraska
$7.3M
SPM
171
Summit Portfolio Management
Nevada
$7.12M
KWA
172
Kondo Wealth Advisors
California
$6.93M
WAM
173
Weinberger Asset Management
California
$6.85M
FNBSF
174
First National Bank Sioux Falls
South Dakota
$6.78M
CWM
175
CarsonAllaria Wealth Management
Illinois
$6.71M