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Dimensional US Marketwide Value ETF

737 hedge funds and large institutions have $10.8B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 687737 (+50)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
8.97%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
87
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
226
TIAA Trust, National Association
North Carolina
$3.7M -$126K -2,780 -3%
5NPW
227
55 North Private Wealth
Florida
$3.67M +$3.57M +78,668 New
KCA
228
Kilner Capital Advisors
Maryland
$3.67M +$3.57M +78,665 New
VAM
229
Virtue Asset Management
Illinois
$3.59M
AWP
230
Axis Wealth Partners
Rhode Island
$3.53M +$43.7K +963 +1%
WT
231
Washington Trust
Rhode Island
$3.5M
CA
232
Clearstead Advisors
Ohio
$3.47M +$5.35K +118 +0.2%
CIAS
233
CFS Investment Advisory Services
New Jersey
$3.46M -$94.9K -2,092 -3%
ACM
234
Aspen Capital Management
Idaho
$3.43M -$64.9K -1,431 -2%
RFC
235
Regions Financial Corp
Alabama
$3.36M -$5.04K -111 -0.2%
PWM
236
Platform Wealth Management
Utah
$3.32M +$3.23M +71,276 New
WAN
237
Wealth Advisors Northwest
Oregon
$3.32M -$35.3K -778 -1%
ZF
238
Zhang Financial
Michigan
$3.26M +$28.9K +637 +0.9%
PFS
239
Prospera Financial Services
Texas
$3.23M +$8.26K +182 +0.3%
BP
240
BWM Planning
Texas
$3.15M
GWL
241
Generations Wealth LLC
Ohio
$3.09M +$3.01M +66,267 New
DI
242
Disciplined Investments
Oklahoma
$3.06M -$60.7K -1,339 -2%
LNWTC
243
Laird Norton Wetherby Trust Company
Washington
$3.04M +$2.96M +65,323 New
GJIA
244
Glass Jacobson Investment Advisors
Maryland
$3M +$5.81K +128 +0.2%
CAM
245
Cresset Asset Management
Illinois
$2.98M +$52K +1,146 +2%
MWM
246
Melfa Wealth Management
Massachusetts
$2.93M +$1.45K +32 +0.1%
WWM
247
Woodside Wealth Management
Massachusetts
$2.92M -$13.2K -291 -0.5%
CWS
248
Cypress Wealth Services
California
$2.9M +$438K +9,664 +18%
Bank of New York Mellon
249
Bank of New York Mellon
New York
$2.81M -$197K -4,337 -7%
WP
250
Westmount Partners
California
$2.81M