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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
MW
526
MBL Wealth
North Carolina
$323K
MGW
527
MB Generational Wealth
Washington
$321K
JIC
528
Joel Isaacson & Co
New York
$321K
CT
529
Caldwell Trust
Florida
$317K
BF
530
BOK Financial
Oklahoma
$317K
UB
531
UMB Bank
Missouri
$316K
CFGA
532
Cambridge Financial Group (Arizona)
Arizona
$315K
WWM
533
Whalen Wealth Management
Nevada
$312K
PS
534
Principal Securities
Iowa
$312K
ECM
535
Evergreen Capital Management
Washington
$304K
ACM
536
Advisors Capital Management
New Jersey
$302K
MCA
537
Maryland Capital Advisors
Maryland
$300K
AP
538
Americana Partners
Texas
$300K
WW
539
Waterfront Wealth
Kansas
$297K
GWM
540
GSB Wealth Management
Connecticut
$297K
HPA
541
High Probability Advisors
New York
$297K
ACM
542
Aurdan Capital Management
Pennsylvania
$297K
GD
543
Grandfield & Dodd
New York
$294K
Russell Investments Group
544
Russell Investments Group
United Kingdom
$294K
GSF
545
Grove Street Fiduciary
New Hampshire
$292K
HI
546
Harbour Investments
Wisconsin
$289K
LFG
547
Lockerman Financial Group
California
$287K
FFO
548
Fiduciary Family Office
Florida
$284K
RWM
549
RKL Wealth Management
Pennsylvania
$281K
OWM
550
Orgel Wealth Management
Wisconsin
$281K