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Dimensional US Marketwide Value ETF

726 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 81 funds opening new positions, 211 increasing their positions, 234 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 ownership

Funds ownership:

6% more funds holding

Funds holding: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
WSFS
476
Wilmington Savings Fund Society
Delaware
$522K
MW
477
MBL Wealth
North Carolina
$519K
MAS
478
MPWM Advisory Solutions
Georgia
$513K
OBWP
479
O'Brien Wealth Partners
Massachusetts
$511K
BPWM
480
Badgley Phelps Wealth Managers
Washington
$506K
AG
481
Ascent Group
Virginia
$505K
LFA
482
Legacy Financial Advisors
Kentucky
$503K
LCM
483
Liberty Capital Management
Michigan
$500K
SFS
484
Strategic Financial Services
New York
$499K
CHJWM
485
Carlton Hofferkamp & Jenks Wealth Management
Texas
$497K
SCM
486
Steele Capital Management
Iowa
$492K
SA
487
Sanctuary Advisors
Indiana
$490K
VCM
488
Vivaldi Capital Management
Illinois
$488K
CFO
489
CVA Family Office
Colorado
$488K
NCM
490
NCM Capital Management
New Jersey
$488K
EWA
491
Elevate Wealth Advisory
Georgia
$485K
VA
492
VestGen Advisors
Illinois
$484K
CSI
493
Cross Staff Investments
New York
$484K
ATPW
494
Ashton Thomas Private Wealth
Arizona
$480K
QCIG
495
Quad-Cities Investment Group
Iowa
$480K
AP
496
Americana Partners
Texas
$476K
WF
497
WoodTrust Financial
Wisconsin
$470K
TCM
498
Towneley Capital Management
California
$468K
OFG
499
Oxford Financial Group
Indiana
$468K
OC
500
Oppenheimer & Co
New York
$467K