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Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 reducing their positions, and 23 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: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
NHC
226
Nicholas Hoffman & Company
Georgia
$2.96M
LNWWM
227
Laird Norton Wetherby Wealth Management
California
$2.92M
Bank of New York Mellon
228
Bank of New York Mellon
New York
$2.89M
GJIA
229
Glass Jacobson Investment Advisors
Maryland
$2.87M
RSWM
230
Robertson Stephens Wealth Management
California
$2.85M
WWM
231
Woodside Wealth Management
Massachusetts
$2.82M
MWM
232
Melfa Wealth Management
Massachusetts
$2.81M
WP
233
Westmount Partners
California
$2.69M
QFA
234
Quantum Financial Advisors
California
$2.6M
CRC
235
Curi RMB Capital
Illinois
$2.56M
BGWM
236
Bridge Generations Wealth Management
Florida
$2.55M
CCA
237
Clarity Capital Advisors
Florida
$2.54M
FWM
238
Fonville Wealth Management
Virginia
$2.49M
M
239
MATAURO
New York
$2.49M
BCA
240
Bay Colony Advisors
Massachusetts
$2.48M
FC
241
Family CFO
California
$2.48M
FWMP
242
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.46M
MPCL
243
My Personal CFO LLC
Washington
$2.46M
ACA
244
Aptus Capital Advisors
Alabama
$2.44M
Jane Street
245
Jane Street
New York
$2.41M
CWS
246
Cypress Wealth Services
California
$2.35M
TC
247
TAGStone Capital
North Carolina
$2.3M
WIM
248
Warwick Investment Management
Texas
$2.3M
PAG
249
Poinciana Advisors Group
Florida
$2.3M
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$2.2M