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Dimensional US Marketwide Value ETF

738 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 87 funds opening new positions, 214 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 688738 (+50)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 235

Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
8.98%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
87
Increased
214
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MT
351
Midwest Trust
Kansas
$1.07M
S
352
SignatureFD
Georgia
$1.07M +$123K +2,708 +13%
PA
353
Parallel Advisors
California
$1.07M -$33.8K -746 -3%
SOAG
354
Silver Oak Advisory Group
Oregon
$1.07M
DWT
355
Dorsey & Whitney Trust
South Dakota
$1.06M
TIAAOA
356
Teachers Insurance & Annuity Association of America
New York
$1.06M
MSF
357
Mustard Seed Financial
Arkansas
$1.06M +$10.3K +226 +1%
AA
358
Ancora Advisors
Ohio
$1.04M -$63.5K -1,400 -6%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$1.03M +$220K +4,858 +28%
AFGAS
360
Allegiance Financial Group Advisory Services
Virginia
$1.03M +$952 +21 +0.1%
AWS
361
Alliance Wealth Strategies
Virginia
$1.03M +$1M +22,141 New
PI
362
Parkside Investments
Illinois
$1.03M
AWM
363
Apollon Wealth Management
South Carolina
$1.02M -$63.5K -1,400 -6%
KPWM
364
KDK Private Wealth Management
Texas
$1M
SIM
365
Stratos Investment Management
Ohio
$999K +$3.4K +75 +0.4%
RPCA
366
Running Point Capital Advisors
California
$998K
MWC
367
MBM Wealth Consultants
Missouri
$996K
SWM
368
Seaside Wealth Management
California
$991K +$1.18K +26 +0.1%
BWP
369
Balboa Wealth Partners
Arizona
$989K
APP
370
Avantax Planning Partners
Iowa
$985K
IWM
371
IHT Wealth Management
Illinois
$961K +$1.77K +39 +0.2%
KCM
372
Kathmere Capital Management
Pennsylvania
$959K
WETS
373
Wealth Enhancement Trust Services
South Dakota
$955K +$929K +20,492 New
CCWA
374
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$951K -$38.2K -843 -4%
PFPG
375
Pinnacle Financial Partners (Georgia)
Georgia
$950K +$925K +20,396 New