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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
MWM
376
Marietta Wealth Management
Georgia
$949K -$2.27K -50 -0.2%
AIS
377
Accredited Investor Services
Minnesota
$943K -$2.99K -66 -0.3%
KeyBank National Association
378
KeyBank National Association
Ohio
$943K -$4.54K -100 -0.5%
CTC
379
Central Trust Company
Missouri
$924K
Empower Advisory Group
380
Empower Advisory Group
Colorado
$921K +$345K +7,604 +63%
AC
381
AWM Capital
Arizona
$915K -$3.31K -73 -0.4%
CFS
382
CRA Financial Services
New Jersey
$896K +$27.3K +601 +3%
LCAM
383
London & Capital Asset Management
United Kingdom
$892K +$869K +19,160 New
ANB
384
Amarillo National Bank
Texas
$889K
Janney Montgomery Scott
385
Janney Montgomery Scott
Pennsylvania
$888K -$6.76K -149 -0.8%
CB
386
Commerce Bank
Missouri
$877K
CPSAC
387
Chas P. Smith & Associates (CPS)
Florida
$871K +$848K +18,697 New
B
388
BetterWealth
California
$868K
BBHC
389
Brown Brothers Harriman & Co
New York
$867K
PFA
390
Professional Financial Advisors
Nebraska
$867K +$2.95K +65 +0.4%
AWA
391
Arbor Wealth Advisors
Michigan
$867K -$24.9K -550 -3%
PFA
392
Pure Financial Advisors
California
$863K +$952 +21 +0.1%
CFIA
393
Cantor Fitzgerald Investment Advisors
New York
$858K -$410K -9,047 -33%
TI
394
tru Independence
Oregon
$858K +$1.54K +34 +0.2%
OWA
395
Oak Wealth Advisors
Illinois
$855K -$128K -2,829 -13%
RCAG
396
Rehmann Capital Advisory Group
Michigan
$855K -$68.6K -1,512 -8%
NWA
397
Northwest Wealth Advisors
Washington
$855K +$832K +18,352 New
PMFA
398
Plante Moran Financial Advisors
Michigan
$852K
CFG
399
Cornerstone Financial Group
Nebraska
$849K +$2.9K +64 +0.4%
EW
400
Evoke Wealth
California
$844K