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Dimensional US Marketwide Value ETF

726 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 81 funds opening new positions, 211 increasing their positions, 234 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 ownership

Funds ownership:

6% more funds holding

Funds holding: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
S
351
SignatureFD
Georgia
$1.07M
PA
352
Parallel Advisors
California
$1.07M
SOAG
353
Silver Oak Advisory Group
Oregon
$1.07M
DWT
354
Dorsey & Whitney Trust
South Dakota
$1.06M
TIAAOA
355
Teachers Insurance & Annuity Association of America
New York
$1.06M
MSF
356
Mustard Seed Financial
Arkansas
$1.06M
AA
357
Ancora Advisors
Ohio
$1.04M
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$1.03M
AFGAS
359
Allegiance Financial Group Advisory Services
Virginia
$1.03M
AWS
360
Alliance Wealth Strategies
Virginia
$1.03M
PI
361
Parkside Investments
Illinois
$1.03M
AWM
362
Apollon Wealth Management
South Carolina
$1.02M
KPWM
363
KDK Private Wealth Management
Texas
$1M
SIM
364
Stratos Investment Management
Ohio
$999K
RPCA
365
Running Point Capital Advisors
California
$998K
MWC
366
MBM Wealth Consultants
Missouri
$996K
SWM
367
Seaside Wealth Management
California
$991K
BWP
368
Balboa Wealth Partners
Arizona
$989K
APP
369
Avantax Planning Partners
Iowa
$985K
IWM
370
IHT Wealth Management
Illinois
$961K
KCM
371
Kathmere Capital Management
Pennsylvania
$959K
WETS
372
Wealth Enhancement Trust Services
South Dakota
$955K
CCWA
373
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$951K
PFPG
374
Pinnacle Financial Partners (Georgia)
Georgia
$950K
MWM
375
Marietta Wealth Management
Georgia
$949K