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Dimensional US Marketwide Value ETF

727 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 82 funds opening new positions, 211 increasing their positions, 234 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more funds holding

Funds holding: 683727 (+44)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
GC
451
Gilbert & Cook
Iowa
$630K
CAMG
452
CWA Asset Management Group
Florida
$629K
LWL
453
Leo Wealth LLC
Texas
$625K
Franklin Resources
454
Franklin Resources
California
$624K
CFA
455
Cahill Financial Advisors
Minnesota
$622K
MWA
456
Midland Wealth Advisors
Illinois
$621K
JWM
457
Johnson Wealth Management
North Dakota
$617K
CFFP
458
Center for Financial Planning
Michigan
$616K
HWM
459
HBE Wealth Management
Nebraska
$604K
AWM
460
AE Wealth Management
Kansas
$602K
VWA
461
VERITY Wealth Advisors
United States
$595K
MGW
462
MB Generational Wealth
Washington
$595K
OC
463
Oakworth Capital
Alabama
$592K
CAI
464
Capital Advisors Inc
Oklahoma
$588K
MA
465
McGrath & Associates
North Carolina
$581K
Jane Street
466
Jane Street
New York
$579K
PB
467
Prosperity Bancshares
Texas
$576K
AFA
468
American Financial Advisors
Georgia
$565K
Lido Advisors
469
Lido Advisors
California
$557K
BCM
470
Basso Capital Management
Connecticut
$550K
SW
471
SVB Wealth
Massachusetts
$547K
WTA
472
Washington Trust Advisors
Massachusetts
$543K
TFA
473
TPG Financial Advisors
Oregon
$540K
HCM
474
Hollencrest Capital Management
California
$528K
BMCM
475
Bryn Mawr Capital Management
Pennsylvania
$528K