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Dimensional US Marketwide Value ETF
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736 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, 213 increasing their positions, 234 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: 95 → 113 (+18)

14% more capital invested

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

7.24% more ownership

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

7% more funds holding

Funds holding: 687 → 736 (+49)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 234

Holders
736
Holders Change
+49
Holders Change %
+7.13%
% of All Funds
8.96%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.38%
New
87
Increased
213
Reduced
234
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$604M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$78.4M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$38.9M
4
SAM
Smartleaf Asset Management
Massachusetts
+$35.7M
5
MHS
M Holdings Securities
Oregon
+$29M

Top Sellers

1
MWM
McMill Wealth Management
Nebraska
-$16.4M
2
RFP
Root Financial Partners
California
-$15.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.8M
4
SC
Savant Capital
Illinois
-$9.87M
5
BTWM
Baker Tilly Wealth Management
Wisconsin
-$6.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
26
Beaird Harris Wealth Management
Texas
$59.1M -$524K -11,558 -0.9%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$57.6M -$2.79M -61,599 -5%
FFM
28
Forum Financial Management
Illinois
$55.5M -$449K -9,897 -0.8%
SC
29
Schoolcraft Capital
Colorado
$49.6M +$853K +18,807 +2%
TFP
30
Triune Financial Partners
Kansas
$46.3M +$262K +5,779 +0.6%
PWIA
31
Porter White Investment Advisors
Alabama
$45.4M +$394K +8,696 +0.9%
TH
32
Team Hewins
California
$45.2M -$678K -14,941 -2%
MWA
33
Monograph Wealth Advisors
California
$45.1M +$758K +16,703 +2%
PWP
34
Parkwoods Wealth Partners
New York
$43.9M +$820K +18,087 +2%
TFM
35
TFC Financial Management
Massachusetts
$42.7M -$653K -14,407 -2%
HIG
36
Heritage Investment Group
Florida
$40.6M -$2.24M -49,367 -5%
GWMT
37
Guardian Wealth Management (Tennessee)
Tennessee
$39.8M +$38.8M +855,118 New
SAM
38
Smartleaf Asset Management
Massachusetts
$38.8M +$35.7M +786,297 +1,935%
KAM
39
KEB Asset Management
Illinois
$38.6M +$1.57M +34,580 +4%
SWA
40
Sax Wealth Advisors
New Jersey
$37.9M -$847K -18,674 -2%
DEM
41
Disciplined Equity Management
Florida
$37.4M +$1.34M +29,547 +4%
CPA
42
Capital Performance Advisors
California
$37.1M +$12M +263,848 +49%
WFAG
43
Wescott Financial Advisory Group
Pennsylvania
$35.9M -$3.62M -79,889 -9%
TFO
44
Timonier Family Office
North Carolina
$35.7M -$1.04M -22,879 -3%
DFS
45
Dixon Fnancial Services
California
$35.4M -$183K -4,032 -0.5%
PCI
46
Planning Center Inc
Illinois
$35.3M -$1.85M -40,722 -5%
AC
47
Apella Capital
Connecticut
$34.4M -$3.8M -83,685 -10%
THL
48
Tillman Hartley LLC
Colorado
$34.3M -$563K -12,414 -2%
MWM
49
Mission Wealth Management
California
$33.5M +$5.45M +120,229 +20%
AL
50
Aspiriant LLC
California
$33.5M -$317K -6,994 -1%
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