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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
OWA
351
Oak Wealth Advisors
Illinois
$947K
APP
352
Avantax Planning Partners
Iowa
$945K
IWM
353
IHT Wealth Management
Illinois
$920K
KCM
354
Kathmere Capital Management
Pennsylvania
$920K
MWM
355
Marietta Wealth Management
Georgia
$912K
PFP
356
Pinnacle Financial Partners
Tennessee
$911K
KeyBank National Association
357
KeyBank National Association
Ohio
$909K
AIS
358
Accredited Investor Services
Minnesota
$908K
S
359
SignatureFD
Georgia
$906K
RCAG
360
Rehmann Capital Advisory Group
Michigan
$888K
CTC
361
Central Trust Company
Missouri
$886K
AC
362
AWM Capital
Arizona
$881K
XPN
363
XY Planning Network
Montana
$870K
Janney Montgomery Scott
364
Janney Montgomery Scott
Pennsylvania
$859K
MHS
365
M Holdings Securities
Oregon
$857K
AWA
366
Arbor Wealth Advisors
Michigan
$856K
ANB
367
Amarillo National Bank
Texas
$853K
Susquehanna International Group
368
Susquehanna International Group
Pennsylvania
$844K
CB
369
Commerce Bank
Missouri
$842K
DWM
370
Drive Wealth Management
Utah
$836K
B
371
BetterWealth
California
$833K
CFS
372
CRA Financial Services
New Jersey
$833K
BBHC
373
Brown Brothers Harriman & Co
New York
$832K
PFA
374
Professional Financial Advisors
Nebraska
$828K
PFA
375
Pure Financial Advisors
California
$827K