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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
VAM
226
Virtue Asset Management
Illinois
$3.59M
AWP
227
Axis Wealth Partners
Rhode Island
$3.53M
WT
228
Washington Trust
Rhode Island
$3.5M
CA
229
Clearstead Advisors
Ohio
$3.47M
CIAS
230
CFS Investment Advisory Services
New Jersey
$3.46M
ACM
231
Aspen Capital Management
Idaho
$3.43M
RFC
232
Regions Financial Corp
Alabama
$3.36M
PWM
233
Platform Wealth Management
Utah
$3.32M
WAN
234
Wealth Advisors Northwest
Oregon
$3.32M
ZF
235
Zhang Financial
Michigan
$3.26M
PFS
236
Prospera Financial Services
Texas
$3.23M
BP
237
BWM Planning
Texas
$3.15M
GWL
238
Generations Wealth LLC
Ohio
$3.09M
DI
239
Disciplined Investments
Oklahoma
$3.06M
LNWTC
240
Laird Norton Wetherby Trust Company
Washington
$3.04M
GJIA
241
Glass Jacobson Investment Advisors
Maryland
$3M
CAM
242
Cresset Asset Management
Illinois
$2.98M
MWM
243
Melfa Wealth Management
Massachusetts
$2.93M
WWM
244
Woodside Wealth Management
Massachusetts
$2.92M
CWS
245
Cypress Wealth Services
California
$2.9M
Bank of New York Mellon
246
Bank of New York Mellon
New York
$2.81M
WP
247
Westmount Partners
California
$2.81M
RSWM
248
Robertson Stephens Wealth Management
California
$2.74M
CCA
249
Clarity Capital Advisors
Florida
$2.71M
NHC
250
Nicholas Hoffman & Company
Georgia
$2.66M