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Dimensional US Marketwide Value ETF

726 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 81 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: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
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
CWMG
501
Compass Wealth Management (Georgia)
Georgia
$467K
SFG
502
Sovereign Financial Group
Connecticut
$465K
AI
503
Accredited Investors
Minnesota
$448K
NPAN
504
Northeast Planning Associates NH
New Hampshire
$445K
MGWA
505
Monument Group Wealth Advisors
Massachusetts
$443K
GI
506
Gradient Investments
Minnesota
$439K
ARA
507
Approach Retirement Advisors
Alabama
$438K
IF
508
Ironwood Financial
Arizona
$438K
AFA
509
Avant Financial Advisors
Texas
$436K
PTC
510
Private Trust Company
Ohio
$432K
BSG
511
Black Swift Group
Colorado
$431K
AFAS
512
Acorn Financial Advisory Services
Virginia
$429K
OCM
513
Orion Capital Management
California
$428K
AC
514
Avestar Capital
New York
$427K
SAM
515
Summit Asset Management
Tennessee
$423K
RA
516
RFG Advisory
Alabama
$420K
4WM
517
49 Wealth Management
Texas
$420K
LOPW
518
Live Oak Private Wealth
North Carolina
$418K
TVPW
519
Third View Private Wealth
Connecticut
$413K
AW
520
Aspirean Wealth
California
$413K
GA
521
Goldstein Advisors
Wisconsin
$411K
RCM
522
RB Capital Management
Nevada
$410K
PCA
523
Prosperity Capital Advisors
Ohio
$402K
LFAS
524
Level Four Advisory Services
Texas
$398K
AG
525
AlTi Global
New York
$397K