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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
SOAG
351
Silver Oak Advisory Group
Oregon
$1.07M
DWT
352
Dorsey & Whitney Trust
South Dakota
$1.06M
TIAAOA
353
Teachers Insurance & Annuity Association of America
New York
$1.06M
MSF
354
Mustard Seed Financial
Arkansas
$1.06M
AA
355
Ancora Advisors
Ohio
$1.04M
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$1.03M
AFGAS
357
Allegiance Financial Group Advisory Services
Virginia
$1.03M
AWS
358
Alliance Wealth Strategies
Virginia
$1.03M
PI
359
Parkside Investments
Illinois
$1.03M
AWM
360
Apollon Wealth Management
South Carolina
$1.02M
KPWM
361
KDK Private Wealth Management
Texas
$1M
SIM
362
Stratos Investment Management
Ohio
$999K
RPCA
363
Running Point Capital Advisors
California
$998K
MWC
364
MBM Wealth Consultants
Missouri
$996K
SWM
365
Seaside Wealth Management
California
$991K
BWP
366
Balboa Wealth Partners
Arizona
$989K
APP
367
Avantax Planning Partners
Iowa
$985K
IWM
368
IHT Wealth Management
Illinois
$961K
KCM
369
Kathmere Capital Management
Pennsylvania
$959K
WETS
370
Wealth Enhancement Trust Services
South Dakota
$955K
CCWA
371
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$951K
PFPG
372
Pinnacle Financial Partners (Georgia)
Georgia
$950K
MWM
373
Marietta Wealth Management
Georgia
$949K
AIS
374
Accredited Investor Services
Minnesota
$943K
KeyBank National Association
375
KeyBank National Association
Ohio
$943K