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Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
LFAS
501
Level Four Advisory Services
Texas
$381K
BSG
502
Black Swift Group
Colorado
$380K
GWM
503
GDS Wealth Management
Texas
$379K
NOI
504
Newton One Investments
Delaware
$375K
FWTB
505
First Western Trust Bank
Colorado
$375K
WCM
506
Warburton Capital Management
Oklahoma
$373K
PWS
507
Physician Wealth Solutions
Nevada
$371K
WT
508
Whittier Trust
California
$371K
SEIA
509
Signature Estate & Investment Advisors
California
$367K
BCM
510
Brookstone Capital Management
Illinois
$367K
RWM
511
Rockwood Wealth Management
Pennsylvania
$361K
MHWM
512
Montz Harcus Wealth Management
Louisiana
$358K
FOA
513
Five Oceans Advisors
California
$355K
OC
514
Optima Capital
Oregon
$354K
RI
515
Ridgewood Investments
New Jersey
$350K
IWS
516
Integrity Wealth Solutions
Colorado
$345K
PPWM
517
PFG Private Wealth Management
Florida
$345K
TNBTD
518
Trustmark National Bank Trust Department
Mississippi
$344K
LFP
519
Leeward Financial Partners
Washington
$343K
PPW
520
Pasadena Private Wealth
California
$342K
ACP
521
Aviance Capital Partners
Florida
$341K
RC
522
Roundview Capital
New Jersey
$341K
OA
523
Operose Advisors
Wisconsin
$338K
IFWM
524
Institute for Wealth Management
Colorado
$335K
HCP
525
Holt Capital Partners
Texas
$334K