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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
OP
326
Oath Planning
Oklahoma
$1.28M
IA
327
IFG Advisory
Georgia
$1.26M
MWPCG
328
Measured Wealth Private Client Group
New Hampshire
$1.25M
GC
329
Garde Capital
Washington
$1.24M
NEPWA
330
New England Private Wealth Advisors
Massachusetts
$1.24M
MWML
331
M Wealth Management LLC
California
$1.23M
LIA
332
LBMC Investment Advisors
Tennessee
$1.23M
BWMG
333
Bannerman Wealth Management Group
Texas
$1.22M
SIC
334
SJS Investment Consulting
Ohio
$1.22M
DAS
335
Diversify Advisory Services
Utah
$1.22M
KRW
336
Kaufman Rossin Wealth
Florida
$1.21M
PNAA
337
Pictet North America Advisors
Switzerland
$1.2M
IAN
338
Integrated Advisors Network
Texas
$1.18M
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$1.15M
TIAM2
340
Tru Independence Asset Management 2
Oregon
$1.15M
FC
341
Financial Council
Maryland
$1.15M
BlackRock
342
BlackRock
New York
$1.14M
AWA
343
Arkadios Wealth Advisors
Georgia
$1.14M
P
344
&Partners
Tennessee
$1.14M
MA
345
Mutual Advisors
Nebraska
$1.12M
PFM
346
Phillips Financial Management
Indiana
$1.11M
BCI
347
Brinker Capital Investments
Pennsylvania
$1.09M
WA
348
Waverly Advisors
Alabama
$1.09M
M&T Bank
349
M&T Bank
New York
$1.08M
MT
350
Midwest Trust
Kansas
$1.07M