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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
PA
326
Parallel Advisors
California
$1.06M
AWM
327
Apollon Wealth Management
South Carolina
$1.04M
M&T Bank
328
M&T Bank
New York
$1.04M
MT
329
Midwest Trust
Kansas
$1.03M
EF
330
Empowered Funds
Pennsylvania
$1.03M
CIM
331
Cambria Investment Management
California
$1.03M
SOAG
332
Silver Oak Advisory Group
Oregon
$1.02M
DWT
333
Dorsey & Whitney Trust
South Dakota
$1.01M
TIAAOA
334
Teachers Insurance & Annuity Association of America
New York
$1.01M
MSF
335
Mustard Seed Financial
Arkansas
$1M
BCI
336
Brinker Capital Investments
Pennsylvania
$1M
AFGAS
337
Allegiance Financial Group Advisory Services
Virginia
$989K
PI
338
Parkside Investments
Illinois
$984K
KPWM
339
KDK Private Wealth Management
Texas
$960K
RPCA
340
Running Point Capital Advisors
California
$957K
MWC
341
MBM Wealth Consultants
Missouri
$955K
SIM
342
Stratos Investment Management
Ohio
$955K
CCWA
343
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$949K
SWM
344
Seaside Wealth Management
California
$949K
BWP
345
Balboa Wealth Partners
Arizona
$948K
OWA
346
Oak Wealth Advisors
Illinois
$947K
APP
347
Avantax Planning Partners
Iowa
$945K
IWM
348
IHT Wealth Management
Illinois
$920K
KCM
349
Kathmere Capital Management
Pennsylvania
$920K
MWM
350
Marietta Wealth Management
Georgia
$912K