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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
BGWM
251
Bridge Generations Wealth Management
Florida
$2.64M
PAG
252
Poinciana Advisors Group
Florida
$2.62M
M
253
MATAURO
New York
$2.61M
FWM
254
Fonville Wealth Management
Virginia
$2.6M
TCM
255
Triumph Capital Management
Colorado
$2.59M
FC
256
Family CFO
California
$2.58M
CAM
257
Clark Asset Management
New Hampshire
$2.56M
ACA
258
Aptus Capital Advisors
Alabama
$2.55M
FWMP
259
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.53M
CIAS
260
Capital Investment Advisory Services
North Carolina
$2.48M
QFA
261
Quantum Financial Advisors
California
$2.47M
FF
262
Frankly Finances
Florida
$2.41M
TC
263
TAGStone Capital
North Carolina
$2.41M
WIM
264
Warwick Investment Management
Texas
$2.41M
CRC
265
Curi RMB Capital
Illinois
$2.39M
DAS
266
Daybright Advisory Services
Florida
$2.34M
CPIG
267
Chicago Partners Investment Group
Illinois
$2.3M
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$2.3M
EH
269
Equitable Holdings
New York
$2.25M
KCWM
270
Kane Co Wealth Management
Iowa
$2.23M
GRP
271
Global Retirement Partners
California
$2.22M
IC
272
IEQ Capital
California
$2.21M
CCM
273
Cloud Capital Management
Washington
$2.2M
2L
274
25 LLC
Missouri
$2.16M
VWA
275
Valued Wealth Advisors
Utah
$2.15M