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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
FF
251
Francis Financial
$2.16M -$128K -2,935 -6%
CPIG
252
Chicago Partners Investment Group
Illinois
$2.14M -$176K -4,035 -8%
CI
253
Cordant Inc
Oregon
$2.13M +$28.9K +663 +1%
IC
254
IEQ Capital
California
$2.12M -$195K -4,479 -9%
VWA
255
Valued Wealth Advisors
Utah
$2.09M -$99.8K -2,291 -5%
2L
256
25 LLC
Missouri
$2.08M +$392 +9 +0%
EH
257
Equitable Holdings
New York
$2.07M +$10.5K +242 +0.5%
AFO
258
Aurelius Family Office
New Hampshire
$2.05M -$8.28K -190 -0.4%
GRP
259
Global Retirement Partners
California
$2.03M -$24.5K -563 -1%
SSW
260
Stone Summit Wealth
Florida
$2.02M -$61.8K -1,418 -3%
William Blair & Company
261
William Blair & Company
Illinois
$2.01M -$14.5K -332 -0.7%
BTI
262
Blue Trust Inc
Georgia
$1.96M +$17.3K +398 +0.9%
CW
263
Curio Wealth
Maryland
$1.89M -$11.8K -272 -0.6%
TAFW
264
Tred Avon Family Wealth
Maryland
$1.87M +$1.82M +41,902 New
Brown Advisory
265
Brown Advisory
Maryland
$1.87M -$35.6K -817 -2%
IA
266
IFG Advisors
Missouri
$1.85M +$9.89K +227 +0.6%
TFO
267
Tarbox Family Office
California
$1.84M -$22.7K -521 -1%
SAM
268
Smartleaf Asset Management
Massachusetts
$1.81M +$36.5K +839 +2%
RWM
269
Rialto Wealth Management
New York
$1.81M -$3.27K -75 -0.2%
WFA
270
Websterrogers Financial Advisors
South Carolina
$1.78M -$72.7K -1,670 -4%
NA
271
NewEdge Advisors
Louisiana
$1.72M -$21.1K -485 -1%
CCM
272
Cloud Capital Management
Washington
$1.71M +$185K +4,249 +13%
SIC
273
Samalin Investment Counsel
New York
$1.68M +$43.9K +1,009 +3%
KCPG
274
Kavar Capital Partners Group
Kansas
$1.64M +$479 +11 +0%
Comerica Bank
275
Comerica Bank
Texas
$1.62M