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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
MGWA
501
Monument Group Wealth Advisors
Massachusetts
$443K
GI
502
Gradient Investments
Minnesota
$439K
ARA
503
Approach Retirement Advisors
Alabama
$438K
IF
504
Ironwood Financial
Arizona
$438K
AFA
505
Avant Financial Advisors
Texas
$436K
PTC
506
Private Trust Company
Ohio
$432K
BSG
507
Black Swift Group
Colorado
$431K
AFAS
508
Acorn Financial Advisory Services
Virginia
$429K
OCM
509
Orion Capital Management
California
$428K
AC
510
Avestar Capital
New York
$427K
SAM
511
Summit Asset Management
Tennessee
$423K
RA
512
RFG Advisory
Alabama
$420K
4WM
513
49 Wealth Management
Texas
$420K
LOPW
514
Live Oak Private Wealth
North Carolina
$418K
TVPW
515
Third View Private Wealth
Connecticut
$413K
AW
516
Aspirean Wealth
California
$413K
GA
517
Goldstein Advisors
Wisconsin
$411K
RCM
518
RB Capital Management
Nevada
$410K
PCA
519
Prosperity Capital Advisors
Ohio
$402K
LFAS
520
Level Four Advisory Services
Texas
$398K
AG
521
AlTi Global
New York
$397K
WT
522
Whittier Trust
California
$397K
CAM
523
Cozad Asset Management
Illinois
$397K
GWM
524
GDS Wealth Management
Texas
$395K
NOI
525
Newton One Investments
Delaware
$392K