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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
M1 Capital Management
Michigan
$387K
CSIC
502
Clifford Swan Investment Counsel
California
$382K
AG
503
AlTi Global
New York
$381K
LFAS
504
Level Four Advisory Services
Texas
$381K +$1K +23 +0.3%
BSG
505
Black Swift Group
Colorado
$380K +$370K +8,500 New
GWM
506
GDS Wealth Management
Texas
$379K
NOI
507
Newton One Investments
Delaware
$375K +$1.52K +35 +0.4%
FWTB
508
First Western Trust Bank
Colorado
$375K -$68.3K -1,568 -16%
WCM
509
Warburton Capital Management
Oklahoma
$373K +$1.61K +37 +0.4%
PWS
510
Physician Wealth Solutions
Nevada
$371K
WT
511
Whittier Trust
California
$371K
SEIA
512
Signature Estate & Investment Advisors
California
$367K +$42.6K +978 +14%
BCM
513
Brookstone Capital Management
Illinois
$367K +$4.44K +102 +1%
RWM
514
Rockwood Wealth Management
Pennsylvania
$361K
MHWM
515
Montz Harcus Wealth Management
Louisiana
$358K +$1.52K +35 +0.4%
FOA
516
Five Oceans Advisors
California
$355K
OC
517
Optima Capital
Oregon
$354K
RI
518
Ridgewood Investments
New Jersey
$350K +$436 +10 +0.1%
IWS
519
Integrity Wealth Solutions
Colorado
$345K +$1.48K +34 +0.4%
PPWM
520
PFG Private Wealth Management
Florida
$345K +$336K +7,726 New
TNBTD
521
Trustmark National Bank Trust Department
Mississippi
$344K
LFP
522
Leeward Financial Partners
Washington
$343K -$33.1K -760 -9%
PPW
523
Pasadena Private Wealth
California
$342K
ACP
524
Aviance Capital Partners
Florida
$341K
RC
525
Roundview Capital
New Jersey
$341K