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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
PFP
351
Pinnacle Financial Partners
Tennessee
$911K
KeyBank National Association
352
KeyBank National Association
Ohio
$909K
AIS
353
Accredited Investor Services
Minnesota
$908K
S
354
SignatureFD
Georgia
$906K
RCAG
355
Rehmann Capital Advisory Group
Michigan
$888K
CTC
356
Central Trust Company
Missouri
$886K
AC
357
AWM Capital
Arizona
$881K
XPN
358
XY Planning Network
Montana
$870K
Janney Montgomery Scott
359
Janney Montgomery Scott
Pennsylvania
$859K
MHS
360
M Holdings Securities
Oregon
$857K
AWA
361
Arbor Wealth Advisors
Michigan
$856K
ANB
362
Amarillo National Bank
Texas
$853K
Susquehanna International Group
363
Susquehanna International Group
Pennsylvania
$844K
CB
364
Commerce Bank
Missouri
$842K
DWM
365
Drive Wealth Management
Utah
$836K
B
366
BetterWealth
California
$833K
CFS
367
CRA Financial Services
New Jersey
$833K
BBHC
368
Brown Brothers Harriman & Co
New York
$832K
PFA
369
Professional Financial Advisors
Nebraska
$828K
PFA
370
Pure Financial Advisors
California
$827K
TI
371
tru Independence
Oregon
$822K
PMFA
372
Plante Moran Financial Advisors
Michigan
$817K
CFG
373
Cornerstone Financial Group
Nebraska
$812K
EW
374
Evoke Wealth
California
$810K
AFA
375
Arlington Financial Advisors
California
$800K