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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
AAA
201
AG Asset Advisory
California
$5.48M
SW
202
Simplicity Wealth
New Jersey
$5.48M
EK
203
Evensky & Katz
Florida
$5.33M
CSW
204
Cogent Strategic Wealth
Illinois
$5.33M
APFP
205
Action Point Financial Planning
Michigan
$5.25M
SWP
206
Stratos Wealth Partners
Ohio
$5.22M
FWM
207
FMB Wealth Management
California
$5.12M
UCFA
208
United Capital Financial Advisors
Texas
$5.1M
TWA
209
Trace Wealth Advisors
California
$4.9M
CWA
210
Cascade Wealth Advisors
Washington
$4.88M
VAG
211
Vannoy Advisory Group
Texas
$4.86M
JIC
212
Joel Isaacson & Co
New York
$4.82M
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$4.82M
IAG
214
Investment Advisory Group
Massachusetts
$4.76M
VCA
215
Verdence Capital Advisors
Maryland
$4.75M
AWA
216
Arkadios Wealth Advisors
Georgia
$4.74M
SFP
217
SwitchPoint Financial Planning
Utah
$4.7M
US Bancorp
218
US Bancorp
Minnesota
$4.66M
SFS
219
Summit Financial Strategies
Ohio
$4.62M
HWA
220
HMV Wealth Advisors
Louisiana
$4.55M
MWM
221
McCartney Wealth Management
Missouri
$4.45M
MGIA
222
Moneta Group Investment Advisors
Missouri
$4.33M
PAM
223
Pacific Asset Management
Washington
$4.22M
TCIIS
224
TIAA-CREF Individual & Institutional Services
New York
$4.09M
IFS
225
Intelligent Financial Strategies
Minnesota
$4.06M