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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
276
Johnson Investment Counsel
Ohio
$1.61M +$8.32K +191 +0.5%
FWP
277
FAS Wealth Partners
Kansas
$1.57M +$6.4K +147 +0.4%
BFA
278
Beacon Financial Advisory
Ohio
$1.56M -$94.5K -2,170 -6%
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$1.52M -$47.7K -1,095 -3%
IA
280
IFP Advisors
Florida
$1.49M +$624K +14,319 +75%
Citadel Advisors
281
Citadel Advisors
Florida
$1.49M +$1.06M +24,444 +278%
QWM
282
Quadcap Wealth Management
Texas
$1.47M
ATI
283
ARK & TLK Investments
Oklahoma
$1.47M -$1.42M -32,618 -50%
HSG
284
Helen Stephens Group
Texas
$1.47M +$1.43M +32,792 New
PAG
285
Private Advisor Group
New Jersey
$1.46M +$34.1K +784 +2%
PFBT
286
Parkside Financial Bank & Trust
Missouri
$1.44M -$79.6K -1,827 -5%
PCIA
287
Prime Capital Investment Advisors
Kansas
$1.42M
GA
288
Greenspring Advisors
Maryland
$1.41M +$1.37M +31,511 New
AC
289
Applied Capital
Arkansas
$1.4M -$33.2K -762 -2%
BB
290
Busey Bank
Illinois
$1.39M
P
291
&Partners
Tennessee
$1.38M -$81.7K -1,877 -6%
RIP
292
RAM Investment Partners
Washington
$1.37M -$55.3K -1,270 -4%
VWM
293
Verus Wealth Management
Wisconsin
$1.34M -$6.23K -143 -0.5%
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 -$4.14K -95 -0.3%
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$1.3M +$48.5K +1,113 +4%
MFG
298
Merit Financial Group
Georgia
$1.3M -$274K -6,294 -18%
FNB
299
Farmers National Bank
Kentucky
$1.29M -$70.1K -1,610 -5%
VFA
300
Valeo Financial Advisors
Indiana
$1.28M +$87 +2 +0%