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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
CB
401
Cadence Bank
Mississippi
$701K
LAMC
402
Longview Asset Management (California)
California
$695K
Ameriprise
403
Ameriprise
Minnesota
$687K
DWM
404
Dakota Wealth Management
Florida
$681K
B
405
Bailard
California
$680K
NWP
406
NerdWallet Wealth Partners
New York
$680K
USCWA
407
U.S. Capital Wealth Advisors
Texas
$680K
PWM
408
Perigon Wealth Management
California
$670K
GC
409
Gilbert & Cook
Iowa
$666K
BAM
410
Belpointe Asset Management
Nevada
$652K
FCA
411
Fortis Capital Advisors
Kansas
$652K
KF
412
Krilogy Financial
Missouri
$652K
G
413
GenTrust
Florida
$645K
OFG
414
Oxford Financial Group
Indiana
$640K
AWM
415
AE Wealth Management
Kansas
$638K
VA
416
VestGen Advisors
Illinois
$632K
DOA
417
D'Orazio & Associates
Virginia
$632K
SPA
418
Shore Point Advisors
New Jersey
$631K
CFO
419
Collective Family Office
Pennsylvania
$620K
NP
420
NorthRock Partners
Minnesota
$619K
MWA
421
Midland Wealth Advisors
Illinois
$619K
RF
422
Rossby Financial
Florida
$616K
FSC
423
Full Sail Capital
Oklahoma
$612K
WTA
424
Washington Trust Advisors
Massachusetts
$609K
FWA
425
FSM Wealth Advisors
Ohio
$608K