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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
SCM
201
Sollinda Capital Management
Florida
$5.51M
AAA
202
AG Asset Advisory
California
$5.48M
SW
203
Simplicity Wealth
New Jersey
$5.48M
EK
204
Evensky & Katz
Florida
$5.33M
CSW
205
Cogent Strategic Wealth
Illinois
$5.33M
APFP
206
Action Point Financial Planning
Michigan
$5.25M
SWP
207
Stratos Wealth Partners
Ohio
$5.22M
FWM
208
FMB Wealth Management
California
$5.12M
UCFA
209
United Capital Financial Advisors
Texas
$5.1M
TWA
210
Trace Wealth Advisors
California
$4.9M
CWA
211
Cascade Wealth Advisors
Washington
$4.88M
VAG
212
Vannoy Advisory Group
Texas
$4.86M
JIC
213
Joel Isaacson & Co
New York
$4.82M
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$4.82M
IAG
215
Investment Advisory Group
Massachusetts
$4.76M
VCA
216
Verdence Capital Advisors
Maryland
$4.75M
AWA
217
Arkadios Wealth Advisors
Georgia
$4.74M
SFP
218
SwitchPoint Financial Planning
Utah
$4.7M
US Bancorp
219
US Bancorp
Minnesota
$4.66M
SFS
220
Summit Financial Strategies
Ohio
$4.62M
HWA
221
HMV Wealth Advisors
Louisiana
$4.55M
MWM
222
McCartney Wealth Management
Missouri
$4.45M
MGIA
223
Moneta Group Investment Advisors
Missouri
$4.33M
PAM
224
Pacific Asset Management
Washington
$4.22M
TCIIS
225
TIAA-CREF Individual & Institutional Services
New York
$4.09M