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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
William Blair & Company
276
William Blair & Company
Illinois
$2.1M
BTI
277
Blue Trust Inc
Georgia
$2.1M
SSW
278
Stone Summit Wealth
Florida
$2.08M
AFO
279
Aurelius Family Office
New Hampshire
$2.06M
CW
280
Curio Wealth
Maryland
$1.98M
PAG
281
Private Advisor Group
New Jersey
$1.98M
FF
282
Francis Financial
$1.97M
TAFW
283
Tred Avon Family Wealth
Maryland
$1.95M
TFO
284
Tarbox Family Office
California
$1.95M
FWP
285
FAS Wealth Partners
Kansas
$1.92M
IA
286
IFG Advisors
Missouri
$1.89M
RWM
287
Rialto Wealth Management
New York
$1.88M
SIC
288
Samalin Investment Counsel
New York
$1.86M
E
289
Entelevest
Florida
$1.86M
Brown Advisory
290
Brown Advisory
Maryland
$1.82M
WFA
291
Websterrogers Financial Advisors
South Carolina
$1.81M
NA
292
NewEdge Advisors
Louisiana
$1.79M
LWM
293
LJI Wealth Management
Indiana
$1.78M
KCPG
294
Kavar Capital Partners Group
Kansas
$1.72M
Comerica Bank
295
Comerica Bank
Texas
$1.69M
CI
296
Cordant Inc
Oregon
$1.68M
JIC
297
Johnson Investment Counsel
Ohio
$1.68M
EF
298
Empowered Funds
Pennsylvania
$1.66M
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$1.65M
CIM
300
Cambria Investment Management
California
$1.62M