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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
226
Laird Norton Wetherby Wealth Management
California
$2.92M
Bank of New York Mellon
227
Bank of New York Mellon
New York
$2.89M -$324K -7,450 -10%
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$2.87M -$99.3K -2,281 -3%
RSWM
229
Robertson Stephens Wealth Management
California
$2.85M -$33.5K -770 -1%
WWM
230
Woodside Wealth Management
Massachusetts
$2.82M -$2.61K -60 -0.1%
MWM
231
Melfa Wealth Management
Massachusetts
$2.81M -$7.19K -165 -0.3%
CAM
232
Cresset Asset Management
Illinois
$2.8M +$879K +20,192 +47%
WP
233
Westmount Partners
California
$2.69M
QFA
234
Quantum Financial Advisors
California
$2.6M +$18.2K +419 +0.7%
CRC
235
Curi RMB Capital
Illinois
$2.56M +$2.96K +68 +0.1%
BGWM
236
Bridge Generations Wealth Management
Florida
$2.55M -$966K -22,175 -28%
CCA
237
Clarity Capital Advisors
Florida
$2.54M -$296K -6,792 -11%
FWM
238
Fonville Wealth Management
Virginia
$2.49M -$4.01K -92 -0.2%
M
239
MATAURO
New York
$2.49M +$123K +2,829 +5%
BCA
240
Bay Colony Advisors
Massachusetts
$2.48M +$250K +5,746 +12%
FC
241
Family CFO
California
$2.48M +$97.1K +2,229 +4%
FWMP
242
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.46M -$80.8K -1,855 -3%
MPCL
243
My Personal CFO LLC
Washington
$2.46M +$2.4M +55,093 New
ACA
244
Aptus Capital Advisors
Alabama
$2.44M +$6.01K +138 +0.3%
Jane Street
245
Jane Street
New York
$2.41M +$2.35M +53,866 New
CWS
246
Cypress Wealth Services
California
$2.35M -$53.3K -1,224 -2%
TC
247
TAGStone Capital
North Carolina
$2.3M +$9.93K +228 +0.4%
WIM
248
Warwick Investment Management
Texas
$2.3M +$9.93K +228 +0.4%
PAG
249
Poinciana Advisors Group
Florida
$2.3M -$18.9K -435 -0.8%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$2.2M