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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 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: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
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
PWS
501
Physician Wealth Solutions
Nevada
$371K
WT
502
Whittier Trust
California
$371K
SEIA
503
Signature Estate & Investment Advisors
California
$367K
BCM
504
Brookstone Capital Management
Illinois
$367K
RWM
505
Rockwood Wealth Management
Pennsylvania
$361K
MHWM
506
Montz Harcus Wealth Management
Louisiana
$358K
FOA
507
Five Oceans Advisors
California
$355K
OC
508
Optima Capital
Oregon
$354K
RI
509
Ridgewood Investments
New Jersey
$350K
IWS
510
Integrity Wealth Solutions
Colorado
$345K
PPWM
511
PFG Private Wealth Management
Florida
$345K
TNBTD
512
Trustmark National Bank Trust Department
Mississippi
$344K
LFP
513
Leeward Financial Partners
Washington
$343K
PPW
514
Pasadena Private Wealth
California
$342K
ACP
515
Aviance Capital Partners
Florida
$341K
RC
516
Roundview Capital
New Jersey
$341K
OA
517
Operose Advisors
Wisconsin
$338K
IFWM
518
Institute for Wealth Management
Colorado
$335K
HCP
519
Holt Capital Partners
Texas
$334K
LCM
520
LVM Capital Management
Michigan
$330K
KSWA
521
Kathleen S. Wright Associates
Pennsylvania
$328K
SSWM
522
Smith Salley Wealth Management
North Carolina
$328K
ASN
523
Advisory Services Network
Georgia
$328K
EFP
524
Elser Financial Planning
Indiana
$327K
CCC
525
Compass Capital Corp
Massachusetts
$323K