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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
CIAS
301
Capital Investment Advisory Services
North Carolina
$1.28M +$78.8K +1,809 +7%
APC
302
Asset Planning Corporation
Tennessee
$1.27M -$27.7K -636 -2%
WCP
303
Wick Capital Partners
Pennsylvania
$1.27M +$1.17M +26,765 +1,700%
BJL
304
Brighton Jones LLC
Washington
$1.24M -$25.3K -580 -2%
IA
305
IFG Advisory
Georgia
$1.24M -$19.6K -450 -2%
FWCM
306
Ferguson Wellman Capital Management
Oregon
$1.24M
EIA
307
Eldridge Investment Advisors
New Hampshire
$1.23M +$6.97K +160 +0.6%
CFIA
308
Cantor Fitzgerald Investment Advisors
New York
$1.23M
TIAM2
309
Tru Independence Asset Management 2
Oregon
$1.22M -$40.8K -937 -3%
MWPCG
310
Measured Wealth Private Client Group
New Hampshire
$1.22M -$15.8K -363 -1%
MWML
311
M Wealth Management LLC
California
$1.19M
GC
312
Garde Capital
Washington
$1.19M
NEPWA
313
New England Private Wealth Advisors
Massachusetts
$1.18M +$4.66K +107 +0.4%
CAM
314
Clark Asset Management
New Hampshire
$1.18M
IAN
315
Integrated Advisors Network
Texas
$1.18M -$218 -5 -0%
VFP
316
Verus Financial Partners
Virginia
$1.18M +$4.14K +95 +0.4%
LIA
317
LBMC Investment Advisors
Tennessee
$1.17M +$41.8K +960 +4%
BWMG
318
Bannerman Wealth Management Group
Texas
$1.17M -$570K -13,095 -33%
SIC
319
SJS Investment Consulting
Ohio
$1.17M -$361K -8,290 -24%
AWM
320
Angeles Wealth Management
California
$1.16M -$160K -3,672 -12%
BlackRock
321
BlackRock
New York
$1.16M +$57.5K +1,320 +5%
PNAA
322
Pictet North America Advisors
Switzerland
$1.15M
KRW
323
Kaufman Rossin Wealth
Florida
$1.15M -$115K -2,645 -9%
VT
324
Vise Technologies
New York
$1.13M +$1.1M +25,296 New
MA
325
Mutual Advisors
Nebraska
$1.1M -$21.4K -491 -2%