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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
AIS
376
Accredited Investor Services
Minnesota
$943K
KeyBank National Association
377
KeyBank National Association
Ohio
$943K
CTC
378
Central Trust Company
Missouri
$924K
Empower Advisory Group
379
Empower Advisory Group
Colorado
$921K
AC
380
AWM Capital
Arizona
$915K
CFS
381
CRA Financial Services
New Jersey
$896K
LCAM
382
London & Capital Asset Management
United Kingdom
$892K
ANB
383
Amarillo National Bank
Texas
$889K
Janney Montgomery Scott
384
Janney Montgomery Scott
Pennsylvania
$888K
CB
385
Commerce Bank
Missouri
$877K
CPSAC
386
Chas P. Smith & Associates (CPS)
Florida
$871K
B
387
BetterWealth
California
$868K
BBHC
388
Brown Brothers Harriman & Co
New York
$867K
PFA
389
Professional Financial Advisors
Nebraska
$867K
AWA
390
Arbor Wealth Advisors
Michigan
$867K
PFA
391
Pure Financial Advisors
California
$863K
CFIA
392
Cantor Fitzgerald Investment Advisors
New York
$858K
TI
393
tru Independence
Oregon
$858K
OWA
394
Oak Wealth Advisors
Illinois
$855K
RCAG
395
Rehmann Capital Advisory Group
Michigan
$855K
NWA
396
Northwest Wealth Advisors
Washington
$855K
PMFA
397
Plante Moran Financial Advisors
Michigan
$852K
CFG
398
Cornerstone Financial Group
Nebraska
$849K
EW
399
Evoke Wealth
California
$844K
NP
400
NorthRock Partners
Minnesota
$843K