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Dimensional US Marketwide Value ETF

726 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 81 funds opening new positions, 211 increasing their positions, 234 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 ownership

Funds ownership:

6% more funds holding

Funds holding: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
VWA
276
Valued Wealth Advisors
Utah
$2.15M
William Blair & Company
277
William Blair & Company
Illinois
$2.1M
BTI
278
Blue Trust Inc
Georgia
$2.1M
SSW
279
Stone Summit Wealth
Florida
$2.08M
AFO
280
Aurelius Family Office
New Hampshire
$2.06M
CW
281
Curio Wealth
Maryland
$1.98M
PAG
282
Private Advisor Group
New Jersey
$1.98M
FF
283
Francis Financial
$1.97M
TAFW
284
Tred Avon Family Wealth
Maryland
$1.95M
TFO
285
Tarbox Family Office
California
$1.95M
FWP
286
FAS Wealth Partners
Kansas
$1.92M
IA
287
IFG Advisors
Missouri
$1.89M
RWM
288
Rialto Wealth Management
New York
$1.88M
SIC
289
Samalin Investment Counsel
New York
$1.86M
E
290
Entelevest
Florida
$1.86M
Brown Advisory
291
Brown Advisory
Maryland
$1.82M
WFA
292
Websterrogers Financial Advisors
South Carolina
$1.81M
NA
293
NewEdge Advisors
Louisiana
$1.79M
LWM
294
LJI Wealth Management
Indiana
$1.78M
KCPG
295
Kavar Capital Partners Group
Kansas
$1.72M
Comerica Bank
296
Comerica Bank
Texas
$1.69M
CI
297
Cordant Inc
Oregon
$1.68M
JIC
298
Johnson Investment Counsel
Ohio
$1.68M
EF
299
Empowered Funds
Pennsylvania
$1.66M
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$1.65M