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Dimensional US Marketwide Value ETF

738 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 88 funds opening new positions, 213 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 687738 (+51)

7.25% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
738
Holders Change
+51
Holders Change %
+7.42%
% of All Funds
8.98%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
88
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
501
Towneley Capital Management
California
$468K +$1.59K +35 +0.3%
OFG
502
Oxford Financial Group
Indiana
$468K -$195K -4,290 -30%
OC
503
Oppenheimer & Co
New York
$467K
CWMG
504
Compass Wealth Management (Georgia)
Georgia
$467K +$1.04K +23 +0.2%
SFG
505
Sovereign Financial Group
Connecticut
$465K +$30.8K +680 +7%
AI
506
Accredited Investors
Minnesota
$448K -$6.08K -134 -1%
NPAN
507
Northeast Planning Associates NH
New Hampshire
$445K
MGWA
508
Monument Group Wealth Advisors
Massachusetts
$443K -$6.44K -142 -1%
GI
509
Gradient Investments
Minnesota
$439K
ARA
510
Approach Retirement Advisors
Alabama
$438K +$427K +9,408 New
IF
511
Ironwood Financial
Arizona
$438K
AFA
512
Avant Financial Advisors
Texas
$436K
PTC
513
Private Trust Company
Ohio
$432K
BSG
514
Black Swift Group
Colorado
$431K +$33.8K +746 +9%
AFAS
515
Acorn Financial Advisory Services
Virginia
$429K +$7.85K +173 +2%
MKW
516
Mullaney, Keating & Wright
Connecticut
$429K
OCM
517
Orion Capital Management
California
$428K -$6.35K -140 -2%
AC
518
Avestar Capital
New York
$427K
SAM
519
Summit Asset Management
Tennessee
$423K +$1.41K +31 +0.3%
RA
520
RFG Advisory
Alabama
$420K +$1.36K +30 +0.3%
4WM
521
49 Wealth Management
Texas
$420K
LOPW
522
Live Oak Private Wealth
North Carolina
$418K
TVPW
523
Third View Private Wealth
Connecticut
$413K +$402K +8,864 New
AW
524
Aspirean Wealth
California
$413K +$402K +8,863 New
GA
525
Goldstein Advisors
Wisconsin
$411K