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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 87 funds opening new positions, 214 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | 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: 688738 (+50)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 235

Holders
738
Holders Change
+50
Holders Change %
+7.27%
% 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
87
Increased
214
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
326
Bank of Montreal
Ontario, Canada
$1.28M -$69.7K -1,537 -5%
OP
327
Oath Planning
Oklahoma
$1.28M +$1.25M +27,454 New
IA
328
IFG Advisory
Georgia
$1.26M -$35.6K -784 -3%
MWPCG
329
Measured Wealth Private Client Group
New Hampshire
$1.25M -$11.7K -258 -0.9%
GC
330
Garde Capital
Washington
$1.24M
NEPWA
331
New England Private Wealth Advisors
Massachusetts
$1.24M +$3.85K +85 +0.3%
MWML
332
M Wealth Management LLC
California
$1.23M -$8.21K -181 -0.7%
LIA
333
LBMC Investment Advisors
Tennessee
$1.23M +$1.81K +40 +0.2%
BWMG
334
Bannerman Wealth Management Group
Texas
$1.22M
SIC
335
SJS Investment Consulting
Ohio
$1.22M
DAS
336
Diversify Advisory Services
Utah
$1.22M +$1.14M +25,118 New
KRW
337
Kaufman Rossin Wealth
Florida
$1.21M +$11.2K +246 +1%
PNAA
338
Pictet North America Advisors
Switzerland
$1.2M
IAN
339
Integrated Advisors Network
Texas
$1.18M -$51K -1,124 -4%
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$9.93K +219 +0.9%
TIAM2
341
Tru Independence Asset Management 2
Oregon
$1.15M -$123K -2,715 -10%
FC
342
Financial Council
Maryland
$1.15M
BlackRock
343
BlackRock
New York
$1.14M -$61.4K -1,354 -5%
AWA
344
Arkadios Wealth Advisors
Georgia
$1.14M -$45 -1 -0%
P
345
&Partners
Tennessee
$1.14M -$325K -7,159 -23%
MA
346
Mutual Advisors
Nebraska
$1.12M -$22.2K -490 -2%
PFM
347
Phillips Financial Management
Indiana
$1.11M +$2.77K +61 +0.3%
BCI
348
Brinker Capital Investments
Pennsylvania
$1.09M +$47.8K +1,053 +5%
WA
349
Waverly Advisors
Alabama
$1.09M +$325K +7,157 +44%
M&T Bank
350
M&T Bank
New York
$1.08M