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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
OBWP
476
O'Brien Wealth Partners
Massachusetts
$511K
BPWM
477
Badgley Phelps Wealth Managers
Washington
$506K
AG
478
Ascent Group
Virginia
$505K
LFA
479
Legacy Financial Advisors
Kentucky
$503K
LCM
480
Liberty Capital Management
Michigan
$500K
SFS
481
Strategic Financial Services
New York
$499K
CHJWM
482
Carlton Hofferkamp & Jenks Wealth Management
Texas
$497K
SCM
483
Steele Capital Management
Iowa
$492K
SA
484
Sanctuary Advisors
Indiana
$490K
VCM
485
Vivaldi Capital Management
Illinois
$488K
CFO
486
CVA Family Office
Colorado
$488K
EWA
487
Elevate Wealth Advisory
Georgia
$485K
VA
488
VestGen Advisors
Illinois
$484K
CSI
489
Cross Staff Investments
New York
$484K
ATPW
490
Ashton Thomas Private Wealth
Arizona
$480K
QCIG
491
Quad-Cities Investment Group
Iowa
$480K
AP
492
Americana Partners
Texas
$476K
WF
493
WoodTrust Financial
Wisconsin
$470K
TCM
494
Towneley Capital Management
California
$468K
OFG
495
Oxford Financial Group
Indiana
$468K
OC
496
Oppenheimer & Co
New York
$467K
CWMG
497
Compass Wealth Management (Georgia)
Georgia
$467K
SFG
498
Sovereign Financial Group
Connecticut
$465K
AI
499
Accredited Investors
Minnesota
$448K
NPAN
500
Northeast Planning Associates NH
New Hampshire
$445K