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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
BFA
301
Beacon Financial Advisory
Ohio
$1.6M
IA
302
IFP Advisors
Florida
$1.58M
XPN
303
XY Planning Network
Montana
$1.55M
QWM
304
Quadcap Wealth Management
Texas
$1.54M
ATI
305
ARK & TLK Investments
Oklahoma
$1.53M
HSG
306
Helen Stephens Group
Texas
$1.53M
PCIA
307
Prime Capital Investment Advisors
Kansas
$1.5M
KA
308
Klingman & Associates
New York
$1.47M
Baird Financial Group
309
Baird Financial Group
Wisconsin
$1.46M
CPW
310
Cogent Private Wealth
Florida
$1.46M
AC
311
Applied Capital
Arkansas
$1.46M
BB
312
Busey Bank
Illinois
$1.45M
MFG
313
Merit Financial Group
Georgia
$1.41M
VWM
314
Verus Wealth Management
Wisconsin
$1.4M
BFA
315
Bragg Financial Advisors
North Carolina
$1.39M
PFBT
316
Parkside Financial Bank & Trust
Missouri
$1.37M
RIP
317
RAM Investment Partners
Washington
$1.35M
FT
318
Fiduciary Trust
Massachusetts
$1.34M
VFA
319
Valeo Financial Advisors
Indiana
$1.34M
WCP
320
Wick Capital Partners
Pennsylvania
$1.32M
EIA
321
Eldridge Investment Advisors
New Hampshire
$1.29M
FWCM
322
Ferguson Wellman Capital Management
Oregon
$1.29M
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$1.28M
OP
324
Oath Planning
Oklahoma
$1.28M
IA
325
IFG Advisory
Georgia
$1.26M