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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
IA
301
IFG Advisory
Georgia
$1.24M
FWCM
302
Ferguson Wellman Capital Management
Oregon
$1.24M
EIA
303
Eldridge Investment Advisors
New Hampshire
$1.23M
CFIA
304
Cantor Fitzgerald Investment Advisors
New York
$1.23M
TIAM2
305
Tru Independence Asset Management 2
Oregon
$1.22M
MWPCG
306
Measured Wealth Private Client Group
New Hampshire
$1.22M
MWML
307
M Wealth Management LLC
California
$1.19M
NEPWA
308
New England Private Wealth Advisors
Massachusetts
$1.18M
CAM
309
Clark Asset Management
New Hampshire
$1.18M
IAN
310
Integrated Advisors Network
Texas
$1.18M
VFP
311
Verus Financial Partners
Virginia
$1.18M
LIA
312
LBMC Investment Advisors
Tennessee
$1.17M
BWMG
313
Bannerman Wealth Management Group
Texas
$1.17M
SIC
314
SJS Investment Consulting
Ohio
$1.17M
AWM
315
Angeles Wealth Management
California
$1.16M
BlackRock
316
BlackRock
New York
$1.16M
PNAA
317
Pictet North America Advisors
Switzerland
$1.15M
KRW
318
Kaufman Rossin Wealth
Florida
$1.15M
VT
319
Vise Technologies
New York
$1.13M
MA
320
Mutual Advisors
Nebraska
$1.1M
FC
321
Financial Council
Maryland
$1.1M
AWA
322
Arkadios Wealth Advisors
Georgia
$1.09M
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$1.09M
AA
324
Ancora Advisors
Ohio
$1.06M
PFM
325
Phillips Financial Management
Indiana
$1.06M