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Dimensional US Marketwide Value ETF

737 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 87 funds opening new positions, 213 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 687737 (+50)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
8.97%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
87
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
251
Robertson Stephens Wealth Management
California
$2.74M -$231K -5,088 -8%
CCA
252
Clarity Capital Advisors
Florida
$2.71M +$54.9K +1,210 +2%
NHC
253
Nicholas Hoffman & Company
Georgia
$2.66M -$413K -9,100 -14%
BGWM
254
Bridge Generations Wealth Management
Florida
$2.64M -$18.3K -404 -0.7%
PAG
255
Poinciana Advisors Group
Florida
$2.62M +$212K +4,679 +9%
M
256
MATAURO
New York
$2.61M +$16.9K +373 +0.7%
FWM
257
Fonville Wealth Management
Virginia
$2.6M +$45 +1 +0%
TCM
258
Triumph Capital Management
Colorado
$2.59M +$2.52M +55,579 New
FC
259
Family CFO
California
$2.58M
CAM
260
Clark Asset Management
New Hampshire
$2.56M +$1.29M +28,410 +107%
ACA
261
Aptus Capital Advisors
Alabama
$2.55M +$12.6K +277 +0.5%
FWMP
262
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.53M -$33.8K -745 -1%
CIAS
263
Capital Investment Advisory Services
North Carolina
$2.48M +$1.12M +24,708 +87%
QFA
264
Quantum Financial Advisors
California
$2.47M -$227K -4,996 -9%
TC
265
TAGStone Capital
North Carolina
$2.41M +$8.21K +181 +0.4%
WIM
266
Warwick Investment Management
Texas
$2.41M +$8.21K +181 +0.4%
CRC
267
Curi RMB Capital
Illinois
$2.39M -$262K -5,786 -10%
DAS
268
Daybright Advisory Services
Florida
$2.34M +$2.28M +50,271 New
CPIG
269
Chicago Partners Investment Group
Illinois
$2.3M -$9.89K -218 -0.5%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$2.3M -$1.68K -37 -0.1%
EH
271
Equitable Holdings
New York
$2.25M +$89.6K +1,975 +4%
KCWM
272
Kane Co Wealth Management
Iowa
$2.23M +$2.18M +47,954 New
GRP
273
Global Retirement Partners
California
$2.22M +$104K +2,282 +5%
IC
274
IEQ Capital
California
$2.21M +$2.18K +48 +0.1%
CCM
275
Cloud Capital Management
Washington
$2.2M +$410K +9,040 +24%