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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
PWM
426
Perigon Wealth Management
California
$723K
CB
427
Cadence Bank
Mississippi
$723K
Susquehanna International Group
428
Susquehanna International Group
Pennsylvania
$718K
Ameriprise
429
Ameriprise
Minnesota
$712K
DWM
430
Dakota Wealth Management
Florida
$710K
LAMC
431
Longview Asset Management (California)
California
$710K
NWP
432
NerdWallet Wealth Partners
New York
$709K
USCWA
433
U.S. Capital Wealth Advisors
Texas
$708K
B
434
Bailard
California
$702K
FCA
435
Fortis Capital Advisors
Kansas
$680K
BAM
436
Belpointe Asset Management
Nevada
$680K
WN
437
Williams & Novak
California
$679K
G
438
GenTrust
Florida
$672K
SPA
439
Shore Point Advisors
New Jersey
$670K
OA
440
Operose Advisors
Wisconsin
$663K
DOA
441
D'Orazio & Associates
Virginia
$659K
CFO
442
Collective Family Office
Pennsylvania
$646K
RF
443
Rossby Financial
Florida
$643K
PWC
444
Pathfinder Wealth Consulting
North Carolina
$637K
FWA
445
FSM Wealth Advisors
Ohio
$634K
MFIM
446
Mesirow Financial Investment Management
Illinois
$630K
GC
447
Gilbert & Cook
Iowa
$630K
CAMG
448
CWA Asset Management Group
Florida
$629K
LWL
449
Leo Wealth LLC
Texas
$625K
Franklin Resources
450
Franklin Resources
California
$624K