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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
CFA
451
Cahill Financial Advisors
Minnesota
$622K
MWA
452
Midland Wealth Advisors
Illinois
$621K
JWM
453
Johnson Wealth Management
North Dakota
$617K
CFFP
454
Center for Financial Planning
Michigan
$616K
HWM
455
HBE Wealth Management
Nebraska
$604K
AWM
456
AE Wealth Management
Kansas
$602K
VWA
457
VERITY Wealth Advisors
United States
$595K
MGW
458
MB Generational Wealth
Washington
$595K
OC
459
Oakworth Capital
Alabama
$592K
CAI
460
Capital Advisors Inc
Oklahoma
$588K
MA
461
McGrath & Associates
North Carolina
$581K
Jane Street
462
Jane Street
New York
$579K
PB
463
Prosperity Bancshares
Texas
$576K
AFA
464
American Financial Advisors
Georgia
$565K
Lido Advisors
465
Lido Advisors
California
$557K
BCM
466
Basso Capital Management
Connecticut
$550K
SW
467
SVB Wealth
Massachusetts
$547K
WTA
468
Washington Trust Advisors
Massachusetts
$543K
TFA
469
TPG Financial Advisors
Oregon
$540K
HCM
470
Hollencrest Capital Management
California
$528K
BMCM
471
Bryn Mawr Capital Management
Pennsylvania
$528K
NGA
472
Naples Global Advisors
Florida
$527K
WSFS
473
Wilmington Savings Fund Society
Delaware
$522K
MW
474
MBL Wealth
North Carolina
$519K
MAS
475
MPWM Advisory Solutions
Georgia
$513K