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Dimensional Emerging Markets Value ETF

250 hedge funds and large institutions have $948M invested in Dimensional Emerging Markets Value ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

45% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 71

13% more capital invested

Capital invested by funds: $838M → $948M (+$110M)

11% more funds holding

Funds holding: 225250 (+25)

2.54% more ownership

Funds ownership: 72.62%75.16% (+2.5%)

Holders
250
Holders Change
+25
Holders Change %
+11.11%
% of All Funds
3.04%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
42
Increased
103
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$1.48M -$63.1K -1,912 -4%
TAWM
102
Three Arch Wealth Management
California
$1.45M +$1.42M +42,943 New
PFA
103
Pettinga Financial Advisors
Indiana
$1.35M -$287K -8,689 -18%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.35M -$37.4K -1,133 -3%
MC
105
Matisse Capital
Oregon
$1.34M
ATI
106
ARK & TLK Investments
Oklahoma
$1.34M +$769K +23,311 +143%
CAM
107
Clark Asset Management
New Hampshire
$1.33M
SC
108
Schubert & Co
Texas
$1.33M +$82K +2,487 +7%
GFA
109
Grunden Financial Advisory
Texas
$1.3M +$156K +4,726 +14%
TIAM2
110
Tru Independence Asset Management 2
Oregon
$1.29M +$108K +3,262 +9%
KAS
111
Kestra Advisory Services
Texas
$1.28M +$52.2K +1,583 +4%
LPL Financial
112
LPL Financial
California
$1.26M +$222K +6,722 +22%
TCM
113
Triumph Capital Management
Colorado
$1.18M +$1.16M +35,049 New
MWA
114
Monograph Wealth Advisors
California
$1.17M
FTUS
115
Flow Traders U.S.
New York
$1.13M +$1.1M +33,399 New
PWM
116
Parkshore Wealth Management
California
$1.12M +$497K +15,070 +84%
RK
117
Rather & Kittrell
Tennessee
$1.11M +$50.1K +1,518 +5%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$53.9K +1,633 +5%
KCWM
119
Kane Co Wealth Management
Iowa
$1.07M +$1.05M +31,736 New
PWIA
120
Porter White Investment Advisors
Alabama
$1.07M -$16.2K -492 -2%
PAS
121
Park Avenue Securities
New York
$1.05M +$103K +3,124 +11%
CL
122
CSS LLC
Illinois
$1.04M +$100K +3,040 +11%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$1.03M +$124K +3,763 +14%
EWA
124
EverSource Wealth Advisors
Alabama
$1.03M -$60K -1,820 -6%
FFM
125
Forum Financial Management
Illinois
$1.01M -$77.8K -2,359 -7%