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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
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$1.65M +$64.2K +1,416 +4%
CIM
302
Cambria Investment Management
California
$1.62M +$532K +11,739 +51%
BFA
303
Beacon Financial Advisory
Ohio
$1.6M -$28.3K -624 -2%
IA
304
IFP Advisors
Florida
$1.58M +$28.6K +630 +2%
XPN
305
XY Planning Network
Montana
$1.55M +$580K +12,782 +62%
QWM
306
Quadcap Wealth Management
Texas
$1.54M
ATI
307
ARK & TLK Investments
Oklahoma
$1.53M
HSG
308
Helen Stephens Group
Texas
$1.53M -$1.68K -37 -0.1%
PCIA
309
Prime Capital Investment Advisors
Kansas
$1.5M +$18K +397 +1%
KA
310
Klingman & Associates
New York
$1.47M +$1.43M +31,457 New
Baird Financial Group
311
Baird Financial Group
Wisconsin
$1.46M +$89.8K +1,980 +7%
CPW
312
Cogent Private Wealth
Florida
$1.46M +$1.42M +31,337 New
AC
313
Applied Capital
Arkansas
$1.46M -$7.67K -169 -0.5%
BB
314
Busey Bank
Illinois
$1.45M
MFG
315
Merit Financial Group
Georgia
$1.41M +$52.3K +1,153 +4%
VWM
316
Verus Wealth Management
Wisconsin
$1.4M
BFA
317
Bragg Financial Advisors
North Carolina
$1.39M
PFBT
318
Parkside Financial Bank & Trust
Missouri
$1.37M -$129K -2,839 -9%
RIP
319
RAM Investment Partners
Washington
$1.35M -$70.3K -1,550 -5%
FT
320
Fiduciary Trust
Massachusetts
$1.34M -$41.8K -921 -3%
VFA
321
Valeo Financial Advisors
Indiana
$1.34M +$8.44K +186 +0.7%
FNB
322
Farmers National Bank
Kentucky
$1.33M -$15.7K -347 -1%
WCP
323
Wick Capital Partners
Pennsylvania
$1.32M
EIA
324
Eldridge Investment Advisors
New Hampshire
$1.29M +$12.4K +273 +1%
FWCM
325
Ferguson Wellman Capital Management
Oregon
$1.29M