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Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
WA
401
Waverly Advisors
Alabama
$723K
CIA
402
Capital Investment Advisors
Georgia
$718K
PAS
403
Park Avenue Securities
New York
$703K
WFA
404
WestHill Financial Advisors
California
$703K
BWA
405
Babb Wealth Advisors
Arizona
$703K
CB
406
Cadence Bank
Mississippi
$701K
LAMC
407
Longview Asset Management (California)
California
$695K
Ameriprise
408
Ameriprise
Minnesota
$687K
DWM
409
Dakota Wealth Management
Florida
$681K
B
410
Bailard
California
$680K
NWP
411
NerdWallet Wealth Partners
New York
$680K
USCWA
412
U.S. Capital Wealth Advisors
Texas
$680K
PWM
413
Perigon Wealth Management
California
$670K
GC
414
Gilbert & Cook
Iowa
$666K
BAM
415
Belpointe Asset Management
Nevada
$652K
FCA
416
Fortis Capital Advisors
Kansas
$652K
KF
417
Krilogy Financial
Missouri
$652K
G
418
GenTrust
Florida
$645K
OFG
419
Oxford Financial Group
Indiana
$640K
AWM
420
AE Wealth Management
Kansas
$638K
VA
421
VestGen Advisors
Illinois
$632K
DOA
422
D'Orazio & Associates
Virginia
$632K
SPA
423
Shore Point Advisors
New Jersey
$631K
CFO
424
Collective Family Office
Pennsylvania
$620K
NP
425
NorthRock Partners
Minnesota
$619K