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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
NP
401
NorthRock Partners
Minnesota
$843K +$192K +4,230 +31%
DWM
402
Drive Wealth Management
Utah
$843K -$28.1K -620 -3%
RTL
403
Red Tortoise LLC
Georgia
$832K
RB
404
Renasant Bank
Mississippi
$827K
CG
405
Caprock Group
Idaho
$817K +$6.62K +146 +0.8%
FWP
406
Falcon Wealth Planning
California
$812K
DADC
407
D.A. Davidson & Co
Montana
$810K +$19.1K +420 +2%
SWGC
408
Summit Wealth Group (Colorado)
Colorado
$809K +$788K +17,369 New
KFI
409
Key Financial Inc
Pennsylvania
$808K
BFG
410
Berger Financial Group
Minnesota
$807K +$136 +3 +0%
SVWAG
411
Sound View Wealth Advisors Group
Georgia
$800K
NFP
412
Narus Financial Partners
Utah
$791K -$45 -1 -0%
CPA
413
Cathy Pareto & Associates
Florida
$789K -$9.25K -204 -1%
RK
414
Rather & Kittrell
Tennessee
$789K
PPP
415
Prism Planning Partners
Illinois
$786K +$765K +16,868 New
DWA
416
Delap Wealth Advisory
Oregon
$784K
CT
417
Colonial Trust
South Carolina
$781K -$7.08K -156 -0.9%
EFH
418
Eaton Financial Holdings
Florida
$768K +$2.63K +58 +0.4%
VCP
419
Vista Capital Partners
Oregon
$768K +$181 +4 +0%
GVAG
420
Great Valley Advisor Group
Delaware
$766K +$1.95K +43 +0.3%
SPIA
421
Steward Partners Investment Advisory
New York
$766K +$181 +4 +0%
CIM
422
Capital Investment Management
Missouri
$764K +$744K +16,396 New
PA
423
Powerhouse Assets
Massachusetts
$754K +$734K +16,193 New
VAMG
424
Voisard Asset Management Group
Michigan
$754K
Betterment LLC
425
Betterment LLC
New York
$750K -$36.1K -795 -5%