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Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
FC
326
Financial Council
Maryland
$1.1M
AWA
327
Arkadios Wealth Advisors
Georgia
$1.09M
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$1.09M
AA
329
Ancora Advisors
Ohio
$1.06M
PFM
330
Phillips Financial Management
Indiana
$1.06M
PA
331
Parallel Advisors
California
$1.06M
AWM
332
Apollon Wealth Management
South Carolina
$1.04M
M&T Bank
333
M&T Bank
New York
$1.04M
MT
334
Midwest Trust
Kansas
$1.03M
CIM
335
Cambria Investment Management
California
$1.03M
EF
336
Empowered Funds
Pennsylvania
$1.03M
SOAG
337
Silver Oak Advisory Group
Oregon
$1.02M
DWT
338
Dorsey & Whitney Trust
South Dakota
$1.01M
TIAAOA
339
Teachers Insurance & Annuity Association of America
New York
$1.01M
MSF
340
Mustard Seed Financial
Arkansas
$1M
BCI
341
Brinker Capital Investments
Pennsylvania
$1M
AFGAS
342
Allegiance Financial Group Advisory Services
Virginia
$989K
PI
343
Parkside Investments
Illinois
$984K
KPWM
344
KDK Private Wealth Management
Texas
$960K
RPCA
345
Running Point Capital Advisors
California
$957K
MWC
346
MBM Wealth Consultants
Missouri
$955K
SIM
347
Stratos Investment Management
Ohio
$955K
CCWA
348
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$949K
SWM
349
Seaside Wealth Management
California
$949K
BWP
350
Balboa Wealth Partners
Arizona
$948K