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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
Bank of New York Mellon
226
Bank of New York Mellon
New York
$2.89M
GJIA
227
Glass Jacobson Investment Advisors
Maryland
$2.87M
RSWM
228
Robertson Stephens Wealth Management
California
$2.85M
WWM
229
Woodside Wealth Management
Massachusetts
$2.82M
MWM
230
Melfa Wealth Management
Massachusetts
$2.81M
WP
231
Westmount Partners
California
$2.69M
QFA
232
Quantum Financial Advisors
California
$2.6M
CRC
233
Curi RMB Capital
Illinois
$2.56M
BGWM
234
Bridge Generations Wealth Management
Florida
$2.55M
CCA
235
Clarity Capital Advisors
Florida
$2.54M
FWM
236
Fonville Wealth Management
Virginia
$2.49M
M
237
MATAURO
New York
$2.49M
BCA
238
Bay Colony Advisors
Massachusetts
$2.48M
FC
239
Family CFO
California
$2.48M
FWMP
240
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.46M
MPCL
241
My Personal CFO LLC
Washington
$2.46M
ACA
242
Aptus Capital Advisors
Alabama
$2.44M
Jane Street
243
Jane Street
New York
$2.41M
CWS
244
Cypress Wealth Services
California
$2.35M
TC
245
TAGStone Capital
North Carolina
$2.3M
WIM
246
Warwick Investment Management
Texas
$2.3M
PAG
247
Poinciana Advisors Group
Florida
$2.3M
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$2.2M
FF
249
Francis Financial
$2.16M
CPIG
250
Chicago Partners Investment Group
Illinois
$2.14M