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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
DWM
401
Drive Wealth Management
Utah
$843K
RTL
402
Red Tortoise LLC
Georgia
$832K
RB
403
Renasant Bank
Mississippi
$827K
CG
404
Caprock Group
Idaho
$817K
FWP
405
Falcon Wealth Planning
California
$812K
DADC
406
D.A. Davidson & Co
Montana
$810K
SWGC
407
Summit Wealth Group (Colorado)
Colorado
$809K
KFI
408
Key Financial Inc
Pennsylvania
$808K
BFG
409
Berger Financial Group
Minnesota
$807K
SVWAG
410
Sound View Wealth Advisors Group
Georgia
$800K
NFP
411
Narus Financial Partners
Utah
$791K
CPA
412
Cathy Pareto & Associates
Florida
$789K
RK
413
Rather & Kittrell
Tennessee
$789K
PPP
414
Prism Planning Partners
Illinois
$786K
DWA
415
Delap Wealth Advisory
Oregon
$784K
CT
416
Colonial Trust
South Carolina
$781K
EFH
417
Eaton Financial Holdings
Florida
$768K
VCP
418
Vista Capital Partners
Oregon
$768K
GVAG
419
Great Valley Advisor Group
Delaware
$766K
SPIA
420
Steward Partners Investment Advisory
New York
$766K
PA
421
Powerhouse Assets
Massachusetts
$754K
VAMG
422
Voisard Asset Management Group
Michigan
$754K
Betterment LLC
423
Betterment LLC
New York
$750K
KF
424
Krilogy Financial
Missouri
$739K
BWA
425
Babb Wealth Advisors
Arizona
$734K