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Dimensional US Marketwide Value ETF

727 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 82 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: 683727 (+44)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
727
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
BWA
426
Babb Wealth Advisors
Arizona
$734K
PAS
427
Park Avenue Securities
New York
$733K
WFA
428
WestHill Financial Advisors
California
$733K
CIA
429
Capital Investment Advisors
Georgia
$731K
PWM
430
Perigon Wealth Management
California
$723K
CB
431
Cadence Bank
Mississippi
$723K
Susquehanna International Group
432
Susquehanna International Group
Pennsylvania
$718K
Ameriprise
433
Ameriprise
Minnesota
$712K
DWM
434
Dakota Wealth Management
Florida
$710K
LAMC
435
Longview Asset Management (California)
California
$710K
NWP
436
NerdWallet Wealth Partners
New York
$709K
USCWA
437
U.S. Capital Wealth Advisors
Texas
$708K
B
438
Bailard
California
$702K
FCA
439
Fortis Capital Advisors
Kansas
$680K
BAM
440
Belpointe Asset Management
Nevada
$680K
WN
441
Williams & Novak
California
$679K
G
442
GenTrust
Florida
$672K
SPA
443
Shore Point Advisors
New Jersey
$670K
OA
444
Operose Advisors
Wisconsin
$663K
DOA
445
D'Orazio & Associates
Virginia
$659K
CFO
446
Collective Family Office
Pennsylvania
$646K
RF
447
Rossby Financial
Florida
$643K
PWC
448
Pathfinder Wealth Consulting
North Carolina
$637K
FWA
449
FSM Wealth Advisors
Ohio
$634K
MFIM
450
Mesirow Financial Investment Management
Illinois
$630K