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Dimensional US Marketwide Value ETF

738 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 88 funds opening new positions, 213 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

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

7% more funds holding

Funds holding: 687738 (+51)

7.25% more ownership

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

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
738
Holders Change
+51
Holders Change %
+7.42%
% of All Funds
8.98%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
88
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
476
Hollencrest Capital Management
California
$528K
BMCM
477
Bryn Mawr Capital Management
Pennsylvania
$528K
NGA
478
Naples Global Advisors
Florida
$527K
WSFS
479
Wilmington Savings Fund Society
Delaware
$522K
MW
480
MBL Wealth
North Carolina
$519K +$177K +3,902 +54%
MAS
481
MPWM Advisory Solutions
Georgia
$513K -$1.31K -29 -0.3%
OBWP
482
O'Brien Wealth Partners
Massachusetts
$511K +$497K +10,960 New
BPWM
483
Badgley Phelps Wealth Managers
Washington
$506K
AG
484
Ascent Group
Virginia
$505K
LFA
485
Legacy Financial Advisors
Kentucky
$503K +$230K +5,080 +89%
LCM
486
Liberty Capital Management
Michigan
$500K
SFS
487
Strategic Financial Services
New York
$499K
CHJWM
488
Carlton Hofferkamp & Jenks Wealth Management
Texas
$497K
SCM
489
Steele Capital Management
Iowa
$492K
SA
490
Sanctuary Advisors
Indiana
$490K
VCM
491
Vivaldi Capital Management
Illinois
$488K +$544 +12 +0.1%
CFO
492
CVA Family Office
Colorado
$488K +$1.63K +36 +0.3%
NCM
493
NCM Capital Management
New Jersey
$488K
EWA
494
Elevate Wealth Advisory
Georgia
$485K -$16.9K -372 -3%
VA
495
VestGen Advisors
Illinois
$484K -$170K -3,757 -27%
CSI
496
Cross Staff Investments
New York
$484K
ATPW
497
Ashton Thomas Private Wealth
Arizona
$480K
QCIG
498
Quad-Cities Investment Group
Iowa
$480K
AP
499
Americana Partners
Texas
$476K +$160K +3,518 +52%
WF
500
WoodTrust Financial
Wisconsin
$470K