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Dimensional US Marketwide Value ETF

726 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 81 funds opening new positions, 211 increasing their positions, 234 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 ownership

Funds ownership:

6% more funds holding

Funds holding: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
KCA
226
Kilner Capital Advisors
Maryland
$3.67M
VAM
227
Virtue Asset Management
Illinois
$3.59M
AWP
228
Axis Wealth Partners
Rhode Island
$3.53M
WT
229
Washington Trust
Rhode Island
$3.5M
CA
230
Clearstead Advisors
Ohio
$3.47M
CIAS
231
CFS Investment Advisory Services
New Jersey
$3.46M
ACM
232
Aspen Capital Management
Idaho
$3.43M
RFC
233
Regions Financial Corp
Alabama
$3.36M
PWM
234
Platform Wealth Management
Utah
$3.32M
WAN
235
Wealth Advisors Northwest
Oregon
$3.32M
ZF
236
Zhang Financial
Michigan
$3.26M
PFS
237
Prospera Financial Services
Texas
$3.23M
BP
238
BWM Planning
Texas
$3.15M
GWL
239
Generations Wealth LLC
Ohio
$3.09M
DI
240
Disciplined Investments
Oklahoma
$3.06M
LNWTC
241
Laird Norton Wetherby Trust Company
Washington
$3.04M
GJIA
242
Glass Jacobson Investment Advisors
Maryland
$3M
CAM
243
Cresset Asset Management
Illinois
$2.98M
MWM
244
Melfa Wealth Management
Massachusetts
$2.93M
WWM
245
Woodside Wealth Management
Massachusetts
$2.92M
CWS
246
Cypress Wealth Services
California
$2.9M
Bank of New York Mellon
247
Bank of New York Mellon
New York
$2.81M
WP
248
Westmount Partners
California
$2.81M
RSWM
249
Robertson Stephens Wealth Management
California
$2.74M
CCA
250
Clarity Capital Advisors
Florida
$2.71M