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Dimensional US Marketwide Value ETF

738 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 87 funds opening new positions, 214 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 688738 (+50)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 235

Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
8.98%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
87
Increased
214
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
426
Krilogy Financial
Missouri
$739K +$25.4K +561 +4%
BWA
427
Babb Wealth Advisors
Arizona
$734K +$1.77K +39 +0.2%
PAS
428
Park Avenue Securities
New York
$733K
WFA
429
WestHill Financial Advisors
California
$733K
CIA
430
Capital Investment Advisors
Georgia
$731K -$17.2K -380 -2%
PWM
431
Perigon Wealth Management
California
$723K +$24.2K +534 +4%
CB
432
Cadence Bank
Mississippi
$723K -$7.53K -166 -1%
Susquehanna International Group
433
Susquehanna International Group
Pennsylvania
$718K -$157K -3,460 -18%
Ameriprise
434
Ameriprise
Minnesota
$712K -$4.58K -101 -0.7%
DWM
435
Dakota Wealth Management
Florida
$710K
LAMC
436
Longview Asset Management (California)
California
$710K -$13.7K -302 -2%
NWP
437
NerdWallet Wealth Partners
New York
$709K
USCWA
438
U.S. Capital Wealth Advisors
Texas
$708K
B
439
Bailard
California
$702K -$7.62K -168 -1%
BAM
440
Belpointe Asset Management
Nevada
$680K
FCA
441
Fortis Capital Advisors
Kansas
$680K
WN
442
Williams & Novak
California
$679K +$48.4K +1,067 +8%
G
443
GenTrust
Florida
$672K
SPA
444
Shore Point Advisors
New Jersey
$670K +$11.9K +263 +2%
OA
445
Operose Advisors
Wisconsin
$663K +$302K +6,666 +88%
DOA
446
D'Orazio & Associates
Virginia
$659K
CFO
447
Collective Family Office
Pennsylvania
$646K
RF
448
Rossby Financial
Florida
$643K +$499 +11 +0.1%
PWC
449
Pathfinder Wealth Consulting
North Carolina
$637K +$620K +13,663 New
FWA
450
FSM Wealth Advisors
Ohio
$634K +$272 +6 +0%