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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
476
Tower Research Capital (TRC)
New York
$445K +$434K +9,955 New
SFS
477
Strategic Financial Services
New York
$441K
AI
478
Accredited Investors
Minnesota
$436K +$5.84K +134 +1%
MGWA
479
Monument Group Wealth Advisors
Massachusetts
$431K +$44 +1 +0%
SW
480
SteelPeak Wealth
California
$428K -$3K -69 -0.7%
NPAN
481
Northeast Planning Associates NH
New Hampshire
$427K
GI
482
Gradient Investments
Minnesota
$421K
PCA
483
Prosperity Capital Advisors
Ohio
$420K -$3.4K -78 -0.8%
AFA
484
Avant Financial Advisors
Texas
$418K
OCM
485
Orion Capital Management
California
$417K +$64.6K +1,483 +19%
SFG
486
Sovereign Financial Group
Connecticut
$415K +$103K +2,370 +34%
CAM
487
Cozad Asset Management
Illinois
$415K -$3.57K -82 -0.9%
PTC
488
Private Trust Company
Ohio
$414K -$134K -3,082 -25%
MKW
489
Mullaney, Keating & Wright
Connecticut
$412K
AC
490
Avestar Capital
New York
$409K
IF
491
Ironwood Financial
Arizona
$405K
SAM
492
Summit Asset Management
Tennessee
$404K +$1.74K +40 +0.4%
AFAS
493
Acorn Financial Advisory Services
Virginia
$404K -$9.58K -220 -2%
4WM
494
49 Wealth Management
Texas
$403K
RA
495
RFG Advisory
Alabama
$401K -$13.6K -312 -3%
LOPW
496
Live Oak Private Wealth
North Carolina
$401K
GA
497
Goldstein Advisors
Wisconsin
$394K
RCM
498
RB Capital Management
Nevada
$393K -$3.62K -83 -0.9%
BIM
499
Bridges Investment Management
Nebraska
$393K
GKWIM
500
Gerber Kawasaki Wealth & Investment Management
California
$389K +$1.66K +38 +0.4%