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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
451
Hollencrest Capital Management
California
$507K
BMCM
452
Bryn Mawr Capital Management
Pennsylvania
$506K
NGA
453
Naples Global Advisors
Florida
$506K
WSFS
454
Wilmington Savings Fund Society
Delaware
$501K
MAS
455
MPWM Advisory Solutions
Georgia
$493K -$26.7K -613 -5%
BPWM
456
Badgley Phelps Wealth Managers
Washington
$485K -$15K -344 -3%
AG
457
Ascent Group
Virginia
$485K
CHJWM
458
Carlton Hofferkamp & Jenks Wealth Management
Texas
$484K
LWM
459
Liberty Wealth Management
California
$482K +$3.7K +85 +0.8%
EWA
460
Elevate Wealth Advisory
Georgia
$482K -$17.2K -396 -4%
LCM
461
Liberty Capital Management
Michigan
$480K
FWM
462
Fortress Wealth Management
California
$479K +$784 +18 +0.2%
SCM
463
Steele Capital Management
Iowa
$472K
SA
464
Sanctuary Advisors
Indiana
$470K -$185K -4,240 -29%
VCM
465
Vivaldi Capital Management
Illinois
$468K +$610 +14 +0.1%
NCM
466
NCM Capital Management
New Jersey
$468K
CFO
467
CVA Family Office
Colorado
$467K +$2.05K +47 +0.5%
CSI
468
Cross Staff Investments
New York
$464K
CA
469
Cortland Associates
Missouri
$463K +$451K +10,350 New
ATPW
470
Ashton Thomas Private Wealth
Arizona
$461K +$449K +10,310 New
QCIG
471
Quad-Cities Investment Group
Iowa
$460K -$31.3K -719 -7%
WF
472
WoodTrust Financial
Wisconsin
$451K
OC
473
Oppenheimer & Co
New York
$448K
TCM
474
Towneley Capital Management
California
$448K +$1.92K +44 +0.4%
CWMG
475
Compass Wealth Management (Georgia)
Georgia
$447K -$5.05K -116 -1%