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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
426
NorthRock Partners
Minnesota
$619K +$112K +2,577 +23%
MWA
427
Midland Wealth Advisors
Illinois
$619K -$6.01K -138 -1%
RF
428
Rossby Financial
Florida
$616K +$653 +15 +0.1%
FSC
429
Full Sail Capital
Oklahoma
$612K +$597K +13,704 New
WTA
430
Washington Trust Advisors
Massachusetts
$609K +$311K +7,150 +111%
FWA
431
FSM Wealth Advisors
Ohio
$608K +$348 +8 +0.1%
LWL
432
Leo Wealth LLC
Texas
$605K -$48.2K -1,106 -8%
CAMG
433
CWA Asset Management Group
Florida
$603K
WN
434
Williams & Novak
California
$603K -$34K -780 -5%
MFIM
435
Mesirow Financial Investment Management
Illinois
$602K +$2.44K +56 +0.4%
Franklin Resources
436
Franklin Resources
California
$596K +$2.57K +59 +0.4%
CFA
437
Cahill Financial Advisors
Minnesota
$596K +$581K +13,337 New
CFFP
438
Center for Financial Planning
Michigan
$591K
RF
439
Robinswood Financial
Washington
$586K +$131 +3 +0%
VWA
440
VERITY Wealth Advisors
United States
$571K
OC
441
Oakworth Capital
Alabama
$568K -$4.4K -101 -0.8%
CAI
442
Capital Advisors Inc
Oklahoma
$564K
TFA
443
TPG Financial Advisors
Oregon
$562K
MA
444
McGrath & Associates
North Carolina
$558K
Lido Advisors
445
Lido Advisors
California
$557K +$50.2K +1,153 +10%
Empower Advisory Group
446
Empower Advisory Group
Colorado
$543K
AFA
447
American Financial Advisors
Georgia
$541K +$1.26K +29 +0.2%
BCM
448
Basso Capital Management
Connecticut
$527K
SW
449
SVB Wealth
Massachusetts
$525K -$376K -8,635 -42%
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
$510K +$84.9K +1,949 +21%