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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
NGA
476
Naples Global Advisors
Florida
$527K
WSFS
477
Wilmington Savings Fund Society
Delaware
$522K
MW
478
MBL Wealth
North Carolina
$519K
MAS
479
MPWM Advisory Solutions
Georgia
$513K
OBWP
480
O'Brien Wealth Partners
Massachusetts
$511K
BPWM
481
Badgley Phelps Wealth Managers
Washington
$506K
AG
482
Ascent Group
Virginia
$505K
LFA
483
Legacy Financial Advisors
Kentucky
$503K
LCM
484
Liberty Capital Management
Michigan
$500K
SFS
485
Strategic Financial Services
New York
$499K
CHJWM
486
Carlton Hofferkamp & Jenks Wealth Management
Texas
$497K
SCM
487
Steele Capital Management
Iowa
$492K
SA
488
Sanctuary Advisors
Indiana
$490K
VCM
489
Vivaldi Capital Management
Illinois
$488K
CFO
490
CVA Family Office
Colorado
$488K
NCM
491
NCM Capital Management
New Jersey
$488K
EWA
492
Elevate Wealth Advisory
Georgia
$485K
VA
493
VestGen Advisors
Illinois
$484K
CSI
494
Cross Staff Investments
New York
$484K
ATPW
495
Ashton Thomas Private Wealth
Arizona
$480K
QCIG
496
Quad-Cities Investment Group
Iowa
$480K
AP
497
Americana Partners
Texas
$476K
WF
498
WoodTrust Financial
Wisconsin
$470K
TCM
499
Towneley Capital Management
California
$468K
OFG
500
Oxford Financial Group
Indiana
$468K