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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
CTC
376
Central Trust Company
Missouri
$924K
Empower Advisory Group
377
Empower Advisory Group
Colorado
$921K
AC
378
AWM Capital
Arizona
$915K
CFS
379
CRA Financial Services
New Jersey
$896K
LCAM
380
London & Capital Asset Management
United Kingdom
$892K
ANB
381
Amarillo National Bank
Texas
$889K
Janney Montgomery Scott
382
Janney Montgomery Scott
Pennsylvania
$888K
CB
383
Commerce Bank
Missouri
$877K
CPSAC
384
Chas P. Smith & Associates (CPS)
Florida
$871K
B
385
BetterWealth
California
$868K
BBHC
386
Brown Brothers Harriman & Co
New York
$867K
PFA
387
Professional Financial Advisors
Nebraska
$867K
AWA
388
Arbor Wealth Advisors
Michigan
$867K
PFA
389
Pure Financial Advisors
California
$863K
CFIA
390
Cantor Fitzgerald Investment Advisors
New York
$858K
TI
391
tru Independence
Oregon
$858K
OWA
392
Oak Wealth Advisors
Illinois
$855K
NWA
393
Northwest Wealth Advisors
Washington
$855K
PMFA
394
Plante Moran Financial Advisors
Michigan
$852K
CFG
395
Cornerstone Financial Group
Nebraska
$849K
EW
396
Evoke Wealth
California
$844K
NP
397
NorthRock Partners
Minnesota
$843K
DWM
398
Drive Wealth Management
Utah
$843K
RTL
399
Red Tortoise LLC
Georgia
$832K
RB
400
Renasant Bank
Mississippi
$827K