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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 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: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
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
BHWM
26
Beaird Harris Wealth Management
Texas
$57.2M
AC
27
Annandale Capital
Texas
$56.7M
BPA
28
Beacon Pointe Advisors
California
$54.3M
FFM
29
Forum Financial Management
Illinois
$53.7M
WCWM
30
Willow Creek Wealth Management
California
$48.3M
SC
31
Schoolcraft Capital
Colorado
$46.8M
RFP
32
Root Financial Partners
California
$44.9M
TH
33
Team Hewins
California
$44.1M
PWIA
34
Porter White Investment Advisors
Alabama
$43.1M
MWA
35
Monograph Wealth Advisors
California
$42.5M
TFP
36
Triune Financial Partners
Kansas
$42.1M
TFM
37
TFC Financial Management
Massachusetts
$41.6M
PWP
38
Parkwoods Wealth Partners
New York
$41.3M
HIG
39
Heritage Investment Group
Florida
$41.1M
WFAG
40
Wescott Financial Advisory Group
Pennsylvania
$38M
SWA
41
Sax Wealth Advisors
New Jersey
$37.2M
AC
42
Apella Capital
Connecticut
$36.3M
PCI
43
Planning Center Inc
Illinois
$35.7M
KAM
44
KEB Asset Management
Illinois
$35.5M
TFO
45
Timonier Family Office
North Carolina
$35.3M
DEM
46
Disciplined Equity Management
Florida
$34.5M
DFS
47
Dixon Fnancial Services
California
$34.2M
THL
48
Tillman Hartley LLC
Colorado
$33.4M
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$33.3M
CPA
50
Cardiff Park Advisors
California
$33.2M