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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
NHC
251
Nicholas Hoffman & Company
Georgia
$2.66M
BGWM
252
Bridge Generations Wealth Management
Florida
$2.64M
PAG
253
Poinciana Advisors Group
Florida
$2.62M
M
254
MATAURO
New York
$2.61M
FWM
255
Fonville Wealth Management
Virginia
$2.6M
TCM
256
Triumph Capital Management
Colorado
$2.59M
FC
257
Family CFO
California
$2.58M
CAM
258
Clark Asset Management
New Hampshire
$2.56M
ACA
259
Aptus Capital Advisors
Alabama
$2.55M
FWMP
260
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.53M
CIAS
261
Capital Investment Advisory Services
North Carolina
$2.48M
QFA
262
Quantum Financial Advisors
California
$2.47M
FF
263
Frankly Finances
Florida
$2.41M
TC
264
TAGStone Capital
North Carolina
$2.41M
WIM
265
Warwick Investment Management
Texas
$2.41M
CRC
266
Curi RMB Capital
Illinois
$2.39M
DAS
267
Daybright Advisory Services
Florida
$2.34M
CPIG
268
Chicago Partners Investment Group
Illinois
$2.3M
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$2.3M
EH
270
Equitable Holdings
New York
$2.25M
KCWM
271
Kane Co Wealth Management
Iowa
$2.23M
GRP
272
Global Retirement Partners
California
$2.22M
IC
273
IEQ Capital
California
$2.21M
CCM
274
Cloud Capital Management
Washington
$2.2M
2L
275
25 LLC
Missouri
$2.16M