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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
AFA
476
Avant Financial Advisors
Texas
$418K
OCM
477
Orion Capital Management
California
$417K
SFG
478
Sovereign Financial Group
Connecticut
$415K
CAM
479
Cozad Asset Management
Illinois
$415K
PTC
480
Private Trust Company
Ohio
$414K
AC
481
Avestar Capital
New York
$409K
IF
482
Ironwood Financial
Arizona
$405K
SAM
483
Summit Asset Management
Tennessee
$404K
AFAS
484
Acorn Financial Advisory Services
Virginia
$404K
4WM
485
49 Wealth Management
Texas
$403K
RA
486
RFG Advisory
Alabama
$401K
LOPW
487
Live Oak Private Wealth
North Carolina
$401K
GA
488
Goldstein Advisors
Wisconsin
$394K
RCM
489
RB Capital Management
Nevada
$393K
BIM
490
Bridges Investment Management
Nebraska
$393K
GKWIM
491
Gerber Kawasaki Wealth & Investment Management
California
$389K
MCM
492
M1 Capital Management
Michigan
$387K
CSIC
493
Clifford Swan Investment Counsel
California
$382K
AG
494
AlTi Global
New York
$381K
LFAS
495
Level Four Advisory Services
Texas
$381K
BSG
496
Black Swift Group
Colorado
$380K
GWM
497
GDS Wealth Management
Texas
$379K
NOI
498
Newton One Investments
Delaware
$375K
FWTB
499
First Western Trust Bank
Colorado
$375K
WCM
500
Warburton Capital Management
Oklahoma
$373K