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Dimensional US Marketwide Value ETF

738 hedge funds and large institutions have $10.8B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 214 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 688738 (+50)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 235

Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
8.98%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
87
Increased
214
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
451
Mesirow Financial Investment Management
Illinois
$630K +$2K +44 +0.3%
GC
452
Gilbert & Cook
Iowa
$630K -$63.3K -1,395 -9%
CAMG
453
CWA Asset Management Group
Florida
$629K
LWL
454
Leo Wealth LLC
Texas
$625K -$5.71K -126 -0.9%
Franklin Resources
455
Franklin Resources
California
$624K +$2.13K +47 +0.4%
CFA
456
Cahill Financial Advisors
Minnesota
$622K +$136 +3 +0%
MWA
457
Midland Wealth Advisors
Illinois
$621K -$22.9K -504 -4%
JWM
458
Johnson Wealth Management
North Dakota
$617K +$600K +13,237 New
CFFP
459
Center for Financial Planning
Michigan
$616K
RF
460
Robinswood Financial
Washington
$611K +$272 +6 +0%
HWM
461
HBE Wealth Management
Nebraska
$604K +$588K +12,964 New
AWM
462
AE Wealth Management
Kansas
$602K -$61.8K -1,363 -10%
VWA
463
VERITY Wealth Advisors
United States
$595K
MGW
464
MB Generational Wealth
Washington
$595K +$253K +5,577 +78%
OC
465
Oakworth Capital
Alabama
$592K
CAI
466
Capital Advisors Inc
Oklahoma
$588K
MA
467
McGrath & Associates
North Carolina
$581K
Jane Street
468
Jane Street
New York
$579K -$1.88M -41,441 -77%
PB
469
Prosperity Bancshares
Texas
$576K +$561K +12,367 New
AFA
470
American Financial Advisors
Georgia
$565K +$998 +22 +0.2%
Lido Advisors
471
Lido Advisors
California
$557K
BCM
472
Basso Capital Management
Connecticut
$550K
SW
473
SVB Wealth
Massachusetts
$547K +$408 +9 +0.1%
WTA
474
Washington Trust Advisors
Massachusetts
$543K -$88.8K -1,957 -14%
TFA
475
TPG Financial Advisors
Oregon
$540K -$44.2K -975 -8%