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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
CIM
301
Cambria Investment Management
California
$1.62M
BFA
302
Beacon Financial Advisory
Ohio
$1.6M
IA
303
IFP Advisors
Florida
$1.58M
XPN
304
XY Planning Network
Montana
$1.55M
QWM
305
Quadcap Wealth Management
Texas
$1.54M
ATI
306
ARK & TLK Investments
Oklahoma
$1.53M
HSG
307
Helen Stephens Group
Texas
$1.53M
PCIA
308
Prime Capital Investment Advisors
Kansas
$1.5M
KA
309
Klingman & Associates
New York
$1.47M
Baird Financial Group
310
Baird Financial Group
Wisconsin
$1.46M
CPW
311
Cogent Private Wealth
Florida
$1.46M
AC
312
Applied Capital
Arkansas
$1.46M
BB
313
Busey Bank
Illinois
$1.45M
MFG
314
Merit Financial Group
Georgia
$1.41M
VWM
315
Verus Wealth Management
Wisconsin
$1.4M
BFA
316
Bragg Financial Advisors
North Carolina
$1.39M
PFBT
317
Parkside Financial Bank & Trust
Missouri
$1.37M
RIP
318
RAM Investment Partners
Washington
$1.35M
FT
319
Fiduciary Trust
Massachusetts
$1.34M
VFA
320
Valeo Financial Advisors
Indiana
$1.34M
FNB
321
Farmers National Bank
Kentucky
$1.33M
WCP
322
Wick Capital Partners
Pennsylvania
$1.32M
EIA
323
Eldridge Investment Advisors
New Hampshire
$1.29M
FWCM
324
Ferguson Wellman Capital Management
Oregon
$1.29M
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
$1.28M