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Dimensional US Marketwide Value ETF

682 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 237 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: $ → $

11.71% less ownership

Funds ownership: 89.07%77.36% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
682
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
BMCM
451
Bryn Mawr Capital Management
Pennsylvania
$506K
NGA
452
Naples Global Advisors
Florida
$506K
WSFS
453
Wilmington Savings Fund Society
Delaware
$501K
MAS
454
MPWM Advisory Solutions
Georgia
$493K
BPWM
455
Badgley Phelps Wealth Managers
Washington
$485K
AG
456
Ascent Group
Virginia
$485K
CHJWM
457
Carlton Hofferkamp & Jenks Wealth Management
Texas
$484K
LWM
458
Liberty Wealth Management
California
$482K
EWA
459
Elevate Wealth Advisory
Georgia
$482K
LCM
460
Liberty Capital Management
Michigan
$480K
FWM
461
Fortress Wealth Management
California
$479K
SCM
462
Steele Capital Management
Iowa
$472K
SA
463
Sanctuary Advisors
Indiana
$470K
VCM
464
Vivaldi Capital Management
Illinois
$468K
NCM
465
NCM Capital Management
New Jersey
$468K
CFO
466
CVA Family Office
Colorado
$467K
CSI
467
Cross Staff Investments
New York
$464K
CA
468
Cortland Associates
Missouri
$463K
ATPW
469
Ashton Thomas Private Wealth
Arizona
$461K
QCIG
470
Quad-Cities Investment Group
Iowa
$460K
WF
471
WoodTrust Financial
Wisconsin
$451K
OC
472
Oppenheimer & Co
New York
$448K
TCM
473
Towneley Capital Management
California
$448K
CWMG
474
Compass Wealth Management (Georgia)
Georgia
$447K
TRCT
475
Tower Research Capital (TRC)
New York
$445K