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Dimensional US Marketwide Value ETF

738 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 88 funds opening new positions, 213 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 687738 (+51)

7.25% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
738
Holders Change
+51
Holders Change %
+7.42%
% of All Funds
8.98%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
88
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
2L
276
25 LLC
Missouri
$2.16M -$14.3K -315 -0.7%
VWA
277
Valued Wealth Advisors
Utah
$2.15M -$33K -727 -2%
William Blair & Company
278
William Blair & Company
Illinois
$2.1M +$6.17K +136 +0.3%
BTI
279
Blue Trust Inc
Georgia
$2.1M +$60.8K +1,340 +3%
SSW
280
Stone Summit Wealth
Florida
$2.08M -$33.3K -734 -2%
AFO
281
Aurelius Family Office
New Hampshire
$2.06M -$120K -2,649 -6%
CW
282
Curio Wealth
Maryland
$1.98M -$5.58K -123 -0.3%
PAG
283
Private Advisor Group
New Jersey
$1.98M +$446K +9,825 +30%
FF
284
Francis Financial
$1.97M -$267K -5,891 -12%
TAFW
285
Tred Avon Family Wealth
Maryland
$1.95M
TFO
286
Tarbox Family Office
California
$1.95M +$31.7K +699 +2%
FWP
287
FAS Wealth Partners
Kansas
$1.92M +$275K +6,059 +17%
IA
288
IFG Advisors
Missouri
$1.89M -$40.1K -885 -2%
RWM
289
Rialto Wealth Management
New York
$1.88M +$181 +4 +0%
SIC
290
Samalin Investment Counsel
New York
$1.86M +$107K +2,350 +6%
E
291
Entelevest
Florida
$1.86M +$1.81M +39,948 New
Brown Advisory
292
Brown Advisory
Maryland
$1.82M -$124K -2,735 -7%
WFA
293
Websterrogers Financial Advisors
South Carolina
$1.81M -$40.8K -899 -2%
NA
294
NewEdge Advisors
Louisiana
$1.79M -$6.44K -142 -0.4%
LWM
295
LJI Wealth Management
Indiana
$1.78M +$1.52M +33,524 +714%
KCPG
296
Kavar Capital Partners Group
Kansas
$1.72M +$363 +8 +0%
Comerica Bank
297
Comerica Bank
Texas
$1.69M
CI
298
Cordant Inc
Oregon
$1.68M -$525K -11,583 -24%
JIC
299
Johnson Investment Counsel
Ohio
$1.68M
EF
300
Empowered Funds
Pennsylvania
$1.66M +$571K +12,579 +55%