We are live on ! Find out more
DFUV icon

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
NWM
176
Northwest Wealth Management
Iowa
$6.58M
AWMM
177
Aegis Wealth Management (Maryland)
Maryland
$6.58M
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$6.57M
AWP
179
Abacus Wealth Partners
California
$6.56M
SC
180
Shearwater Capital
Colorado
$6.45M
EFP
181
EnRich Financial Partners
Wisconsin
$6.38M
SIS
182
Strategic Investment Solutions
Illinois
$6.31M
CTWM
183
Cherry Tree Wealth Management
Minnesota
$6.3M
LG
184
LAM Group
Oregon
$6.27M
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$6.22M
HIP
186
HUB Investment Partners
Texas
$6.18M
GAM
187
GEM Asset Management
Michigan
$6.18M
BIG
188
Builder Investment Group
Georgia
$6.17M
CCM
189
Colorado Capital Management
Colorado
$6.16M
GCA
190
Gradient Capital Advisors
California
$6.1M
AC
191
Annandale Capital
Texas
$6.07M
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$6.04M
BFPW
193
BOK Financial Private Wealth
Colorado
$6.01M
Fidelity Investments
194
Fidelity Investments
Massachusetts
$5.99M
WAM
195
WNY Asset Management
New York
$5.93M
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$5.74M
MFG
197
Merit Financial Group
Georgia
$5.7M
Royal Bank of Canada
198
Royal Bank of Canada
Ontario, Canada
$5.7M
FWM
199
Forteris Wealth Management
New York
$5.68M
PA
200
PFG Advisors
Arizona
$5.65M