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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 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: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
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
LWL
426
Leo Wealth LLC
Texas
$605K
CAMG
427
CWA Asset Management Group
Florida
$603K
WN
428
Williams & Novak
California
$603K
MFIM
429
Mesirow Financial Investment Management
Illinois
$602K
Franklin Resources
430
Franklin Resources
California
$596K
CFA
431
Cahill Financial Advisors
Minnesota
$596K
CFFP
432
Center for Financial Planning
Michigan
$591K
VWA
433
VERITY Wealth Advisors
United States
$571K
OC
434
Oakworth Capital
Alabama
$568K
CAI
435
Capital Advisors Inc
Oklahoma
$564K
TFA
436
TPG Financial Advisors
Oregon
$562K
MA
437
McGrath & Associates
North Carolina
$558K
Lido Advisors
438
Lido Advisors
California
$557K
Empower Advisory Group
439
Empower Advisory Group
Colorado
$543K
AFA
440
American Financial Advisors
Georgia
$541K
BCM
441
Basso Capital Management
Connecticut
$527K
SW
442
SVB Wealth
Massachusetts
$525K
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$510K
HCM
444
Hollencrest Capital Management
California
$507K
BMCM
445
Bryn Mawr Capital Management
Pennsylvania
$506K
NGA
446
Naples Global Advisors
Florida
$506K
WSFS
447
Wilmington Savings Fund Society
Delaware
$501K
MAS
448
MPWM Advisory Solutions
Georgia
$493K
BPWM
449
Badgley Phelps Wealth Managers
Washington
$485K
AG
450
Ascent Group
Virginia
$485K