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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
351
Oak Wealth Advisors
Illinois
$947K
APP
352
Avantax Planning Partners
Iowa
$945K -$679K -15,595 -42%
IWM
353
IHT Wealth Management
Illinois
$920K +$3K +69 +0.3%
KCM
354
Kathmere Capital Management
Pennsylvania
$920K
MWM
355
Marietta Wealth Management
Georgia
$912K -$24.4K -560 -3%
PFPT
356
Pinnacle Financial Partners (Tennessee)
Tennessee
$911K
KeyBank National Association
357
KeyBank National Association
Ohio
$909K
AIS
358
Accredited Investor Services
Minnesota
$908K -$2.87K -66 -0.3%
S
359
SignatureFD
Georgia
$906K +$55.4K +1,273 +7%
RCAG
360
Rehmann Capital Advisory Group
Michigan
$888K +$7.14K +164 +0.8%
CTC
361
Central Trust Company
Missouri
$886K
AC
362
AWM Capital
Arizona
$881K -$13K -299 -1%
XPN
363
XY Planning Network
Montana
$870K
Janney Montgomery Scott
364
Janney Montgomery Scott
Pennsylvania
$859K
MHS
365
M Holdings Securities
Oregon
$857K -$7.58M -173,956 -90%
AWA
366
Arbor Wealth Advisors
Michigan
$856K -$60.6K -1,392 -7%
ANB
367
Amarillo National Bank
Texas
$853K
Susquehanna International Group
368
Susquehanna International Group
Pennsylvania
$844K -$367K -8,430 -31%
CB
369
Commerce Bank
Missouri
$842K
DWM
370
Drive Wealth Management
Utah
$836K -$653 -15 -0.1%
B
371
BetterWealth
California
$833K -$208K -4,778 -20%
CFS
372
CRA Financial Services
New Jersey
$833K
BBHC
373
Brown Brothers Harriman & Co
New York
$832K
PFA
374
Professional Financial Advisors
Nebraska
$828K +$3.57K +82 +0.4%
PFA
375
Pure Financial Advisors
California
$827K +$25.7K +590 +3%