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Dimensional US Marketwide Value ETF

680 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, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
NGA
451
Naples Global Advisors
Florida
$506K
WSFS
452
Wilmington Savings Fund Society
Delaware
$501K
MAS
453
MPWM Advisory Solutions
Georgia
$493K
BPWM
454
Badgley Phelps Wealth Managers
Washington
$485K
AG
455
Ascent Group
Virginia
$485K
CHJWM
456
Carlton Hofferkamp & Jenks Wealth Management
Texas
$484K
LWM
457
Liberty Wealth Management
California
$482K
EWA
458
Elevate Wealth Advisory
Georgia
$482K
LCM
459
Liberty Capital Management
Michigan
$480K
FWM
460
Fortress Wealth Management
California
$479K
SCM
461
Steele Capital Management
Iowa
$472K
SA
462
Sanctuary Advisors
Indiana
$470K
VCM
463
Vivaldi Capital Management
Illinois
$468K
NCM
464
NCM Capital Management
New Jersey
$468K
CFO
465
CVA Family Office
Colorado
$467K
CSI
466
Cross Staff Investments
New York
$464K
CA
467
Cortland Associates
Missouri
$463K
ATPW
468
Ashton Thomas Private Wealth
Arizona
$461K
QCIG
469
Quad-Cities Investment Group
Iowa
$460K
WF
470
WoodTrust Financial
Wisconsin
$451K
OC
471
Oppenheimer & Co
New York
$448K
TCM
472
Towneley Capital Management
California
$448K
CWMG
473
Compass Wealth Management (Georgia)
Georgia
$447K
TRCT
474
Tower Research Capital (TRC)
New York
$445K
SFS
475
Strategic Financial Services
New York
$441K