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Dimensional US Marketwide Value ETF

726 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 81 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: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
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
PAS
426
Park Avenue Securities
New York
$733K
WFA
427
WestHill Financial Advisors
California
$733K
CIA
428
Capital Investment Advisors
Georgia
$731K
PWM
429
Perigon Wealth Management
California
$723K
CB
430
Cadence Bank
Mississippi
$723K
Susquehanna International Group
431
Susquehanna International Group
Pennsylvania
$718K
Ameriprise
432
Ameriprise
Minnesota
$712K
DWM
433
Dakota Wealth Management
Florida
$710K
LAMC
434
Longview Asset Management (California)
California
$710K
NWP
435
NerdWallet Wealth Partners
New York
$709K
USCWA
436
U.S. Capital Wealth Advisors
Texas
$708K
B
437
Bailard
California
$702K
FCA
438
Fortis Capital Advisors
Kansas
$680K
BAM
439
Belpointe Asset Management
Nevada
$680K
WN
440
Williams & Novak
California
$679K
G
441
GenTrust
Florida
$672K
SPA
442
Shore Point Advisors
New Jersey
$670K
OA
443
Operose Advisors
Wisconsin
$663K
DOA
444
D'Orazio & Associates
Virginia
$659K
CFO
445
Collective Family Office
Pennsylvania
$646K
RF
446
Rossby Financial
Florida
$643K
PWC
447
Pathfinder Wealth Consulting
North Carolina
$637K
FWA
448
FSM Wealth Advisors
Ohio
$634K
MFIM
449
Mesirow Financial Investment Management
Illinois
$630K
GC
450
Gilbert & Cook
Iowa
$630K