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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
CHJWM
451
Carlton Hofferkamp & Jenks Wealth Management
Texas
$484K
LWM
452
Liberty Wealth Management
California
$482K
EWA
453
Elevate Wealth Advisory
Georgia
$482K
LCM
454
Liberty Capital Management
Michigan
$480K
FWM
455
Fortress Wealth Management
California
$479K
SCM
456
Steele Capital Management
Iowa
$472K
VCM
457
Vivaldi Capital Management
Illinois
$468K
NCM
458
NCM Capital Management
New Jersey
$468K
CFO
459
CVA Family Office
Colorado
$467K
CSI
460
Cross Staff Investments
New York
$464K
CA
461
Cortland Associates
Missouri
$463K
ATPW
462
Ashton Thomas Private Wealth
Arizona
$461K
QCIG
463
Quad-Cities Investment Group
Iowa
$460K
WF
464
WoodTrust Financial
Wisconsin
$451K
OC
465
Oppenheimer & Co
New York
$448K
TCM
466
Towneley Capital Management
California
$448K
CWMG
467
Compass Wealth Management (Georgia)
Georgia
$447K
TRCT
468
Tower Research Capital (TRC)
New York
$445K
SFS
469
Strategic Financial Services
New York
$441K
AI
470
Accredited Investors
Minnesota
$436K
MGWA
471
Monument Group Wealth Advisors
Massachusetts
$431K
SW
472
SteelPeak Wealth
California
$428K
NPAN
473
Northeast Planning Associates NH
New Hampshire
$427K
GI
474
Gradient Investments
Minnesota
$421K
PCA
475
Prosperity Capital Advisors
Ohio
$420K