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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 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: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
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
BFA
276
Beacon Financial Advisory
Ohio
$1.56M
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$1.52M
Citadel Advisors
278
Citadel Advisors
Florida
$1.49M
QWM
279
Quadcap Wealth Management
Texas
$1.47M
ATI
280
ARK & TLK Investments
Oklahoma
$1.47M
HSG
281
Helen Stephens Group
Texas
$1.47M
PAG
282
Private Advisor Group
New Jersey
$1.46M
PFBT
283
Parkside Financial Bank & Trust
Missouri
$1.44M
PCIA
284
Prime Capital Investment Advisors
Kansas
$1.42M
GA
285
Greenspring Advisors
Maryland
$1.41M
AC
286
Applied Capital
Arkansas
$1.4M
BB
287
Busey Bank
Illinois
$1.39M
P
288
&Partners
Tennessee
$1.38M
RIP
289
RAM Investment Partners
Washington
$1.37M
VWM
290
Verus Wealth Management
Wisconsin
$1.34M
BFA
291
Bragg Financial Advisors
North Carolina
$1.33M
FT
292
Fiduciary Trust
Massachusetts
$1.33M
Baird Financial Group
293
Baird Financial Group
Wisconsin
$1.31M
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$1.3M
MFG
295
Merit Financial Group
Georgia
$1.3M
VFA
296
Valeo Financial Advisors
Indiana
$1.28M
CIAS
297
Capital Investment Advisory Services
North Carolina
$1.28M
APC
298
Asset Planning Corporation
Tennessee
$1.27M
WCP
299
Wick Capital Partners
Pennsylvania
$1.27M
BJL
300
Brighton Jones LLC
Washington
$1.24M