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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 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: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
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
CI
251
Cordant Inc
Oregon
$2.13M
IC
252
IEQ Capital
California
$2.12M
VWA
253
Valued Wealth Advisors
Utah
$2.09M
2L
254
25 LLC
Missouri
$2.08M
EH
255
Equitable Holdings
New York
$2.07M
AFO
256
Aurelius Family Office
New Hampshire
$2.05M
GRP
257
Global Retirement Partners
California
$2.03M
SSW
258
Stone Summit Wealth
Florida
$2.02M
William Blair & Company
259
William Blair & Company
Illinois
$2.01M
BTI
260
Blue Trust Inc
Georgia
$1.96M
CW
261
Curio Wealth
Maryland
$1.89M
TAFW
262
Tred Avon Family Wealth
Maryland
$1.87M
Brown Advisory
263
Brown Advisory
Maryland
$1.87M
IA
264
IFG Advisors
Missouri
$1.85M
TFO
265
Tarbox Family Office
California
$1.84M
SAM
266
Smartleaf Asset Management
Massachusetts
$1.81M
RWM
267
Rialto Wealth Management
New York
$1.81M
WFA
268
Websterrogers Financial Advisors
South Carolina
$1.78M
NA
269
NewEdge Advisors
Louisiana
$1.72M
CCM
270
Cloud Capital Management
Washington
$1.71M
SIC
271
Samalin Investment Counsel
New York
$1.68M
KCPG
272
Kavar Capital Partners Group
Kansas
$1.64M
Comerica Bank
273
Comerica Bank
Texas
$1.62M
JIC
274
Johnson Investment Counsel
Ohio
$1.61M
FWP
275
FAS Wealth Partners
Kansas
$1.57M