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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 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: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
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
RTL
376
Red Tortoise LLC
Georgia
$798K
CWM
377
Cherrydale Wealth Management
New Jersey
$795K
RB
378
Renasant Bank
Mississippi
$794K
FWP
379
Falcon Wealth Planning
California
$779K
KFI
380
Key Financial Inc
Pennsylvania
$776K
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$774K
BFG
382
Berger Financial Group
Minnesota
$773K
CG
383
Caprock Group
Idaho
$773K
SVWAG
384
Sound View Wealth Advisors Group
Georgia
$767K
CPA
385
Cathy Pareto & Associates
Florida
$766K
DADC
386
D.A. Davidson & Co
Montana
$758K
RK
387
Rather & Kittrell
Tennessee
$756K
CT
388
Colonial Trust
South Carolina
$756K
Betterment LLC
389
Betterment LLC
New York
$755K
DWA
390
Delap Wealth Advisory
Oregon
$752K
VCP
391
Vista Capital Partners
Oregon
$736K
SPIA
392
Steward Partners Investment Advisory
New York
$735K
EFH
393
Eaton Financial Holdings
Florida
$734K
GVAG
394
Great Valley Advisor Group
Delaware
$733K
VAMG
395
Voisard Asset Management Group
Michigan
$723K
WA
396
Waverly Advisors
Alabama
$723K
CIA
397
Capital Investment Advisors
Georgia
$718K
PAS
398
Park Avenue Securities
New York
$703K
WFA
399
WestHill Financial Advisors
California
$703K
BWA
400
Babb Wealth Advisors
Arizona
$703K