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Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
JIC
276
Johnson Investment Counsel
Ohio
$1.61M
FWP
277
FAS Wealth Partners
Kansas
$1.57M
BFA
278
Beacon Financial Advisory
Ohio
$1.56M
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$1.52M
IA
280
IFP Advisors
Florida
$1.49M
Citadel Advisors
281
Citadel Advisors
Florida
$1.49M
QWM
282
Quadcap Wealth Management
Texas
$1.47M
ATI
283
ARK & TLK Investments
Oklahoma
$1.47M
HSG
284
Helen Stephens Group
Texas
$1.47M
PAG
285
Private Advisor Group
New Jersey
$1.46M
PFBT
286
Parkside Financial Bank & Trust
Missouri
$1.44M
PCIA
287
Prime Capital Investment Advisors
Kansas
$1.42M
GA
288
Greenspring Advisors
Maryland
$1.41M
AC
289
Applied Capital
Arkansas
$1.4M
BB
290
Busey Bank
Illinois
$1.39M
P
291
&Partners
Tennessee
$1.38M
RIP
292
RAM Investment Partners
Washington
$1.37M
VWM
293
Verus Wealth Management
Wisconsin
$1.34M
BFA
294
Bragg Financial Advisors
North Carolina
$1.33M
FT
295
Fiduciary Trust
Massachusetts
$1.33M
Baird Financial Group
296
Baird Financial Group
Wisconsin
$1.31M
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$1.3M
MFG
298
Merit Financial Group
Georgia
$1.3M
FNB
299
Farmers National Bank
Kentucky
$1.29M
VFA
300
Valeo Financial Advisors
Indiana
$1.28M