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Dimensional US Marketwide Value ETF

682 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 237 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: $ → $

11.71% less ownership

Funds ownership: 89.07%77.36% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
682
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
SFS
476
Strategic Financial Services
New York
$441K
AI
477
Accredited Investors
Minnesota
$436K
MGWA
478
Monument Group Wealth Advisors
Massachusetts
$431K
SW
479
SteelPeak Wealth
California
$428K
NPAN
480
Northeast Planning Associates NH
New Hampshire
$427K
GI
481
Gradient Investments
Minnesota
$421K
PCA
482
Prosperity Capital Advisors
Ohio
$420K
AFA
483
Avant Financial Advisors
Texas
$418K
OCM
484
Orion Capital Management
California
$417K
SFG
485
Sovereign Financial Group
Connecticut
$415K
CAM
486
Cozad Asset Management
Illinois
$415K
PTC
487
Private Trust Company
Ohio
$414K
AC
488
Avestar Capital
New York
$409K
IF
489
Ironwood Financial
Arizona
$405K
SAM
490
Summit Asset Management
Tennessee
$404K
AFAS
491
Acorn Financial Advisory Services
Virginia
$404K
4WM
492
49 Wealth Management
Texas
$403K
RA
493
RFG Advisory
Alabama
$401K
LOPW
494
Live Oak Private Wealth
North Carolina
$401K
GA
495
Goldstein Advisors
Wisconsin
$394K
RCM
496
RB Capital Management
Nevada
$393K
BIM
497
Bridges Investment Management
Nebraska
$393K
GKWIM
498
Gerber Kawasaki Wealth & Investment Management
California
$389K
MCM
499
M1 Capital Management
Michigan
$387K
CSIC
500
Clifford Swan Investment Counsel
California
$382K