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Dimensional US Marketwide Value ETF

727 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 82 funds opening new positions, 211 increasing their positions, 234 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 ownership

Funds ownership:

6% more funds holding

Funds holding: 683727 (+44)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
OC
501
Oppenheimer & Co
New York
$467K
CWMG
502
Compass Wealth Management (Georgia)
Georgia
$467K
SFG
503
Sovereign Financial Group
Connecticut
$465K
AI
504
Accredited Investors
Minnesota
$448K
NPAN
505
Northeast Planning Associates NH
New Hampshire
$445K
MGWA
506
Monument Group Wealth Advisors
Massachusetts
$443K
GI
507
Gradient Investments
Minnesota
$439K
ARA
508
Approach Retirement Advisors
Alabama
$438K
IF
509
Ironwood Financial
Arizona
$438K
AFA
510
Avant Financial Advisors
Texas
$436K
PTC
511
Private Trust Company
Ohio
$432K
BSG
512
Black Swift Group
Colorado
$431K
AFAS
513
Acorn Financial Advisory Services
Virginia
$429K
OCM
514
Orion Capital Management
California
$428K
AC
515
Avestar Capital
New York
$427K
SAM
516
Summit Asset Management
Tennessee
$423K
RA
517
RFG Advisory
Alabama
$420K
4WM
518
49 Wealth Management
Texas
$420K
LOPW
519
Live Oak Private Wealth
North Carolina
$418K
TVPW
520
Third View Private Wealth
Connecticut
$413K
AW
521
Aspirean Wealth
California
$413K
GA
522
Goldstein Advisors
Wisconsin
$411K
RCM
523
RB Capital Management
Nevada
$410K
PCA
524
Prosperity Capital Advisors
Ohio
$402K
LFAS
525
Level Four Advisory Services
Texas
$398K