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Dimensional US Marketwide Value ETF

682 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 237 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: $ → $

11.71% less ownership

Funds ownership: 89.07%77.36% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
682
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
HCP
526
Holt Capital Partners
Texas
$334K
LCM
527
LVM Capital Management
Michigan
$330K
KSWA
528
Kathleen S. Wright Associates
Pennsylvania
$328K
SSWM
529
Smith Salley Wealth Management
North Carolina
$328K
ASN
530
Advisory Services Network
Georgia
$328K
EFP
531
Elser Financial Planning
Indiana
$327K
CCC
532
Compass Capital Corp
Massachusetts
$323K
MW
533
MBL Wealth
North Carolina
$323K
MGW
534
MB Generational Wealth
Washington
$321K
JIC
535
Joel Isaacson & Co
New York
$321K
CT
536
Caldwell Trust
Florida
$317K
BF
537
BOK Financial
Oklahoma
$317K
UB
538
UMB Bank
Missouri
$316K
CFGA
539
Cambridge Financial Group (Arizona)
Arizona
$315K
WWM
540
Whalen Wealth Management
Nevada
$312K
PS
541
Principal Securities
Iowa
$312K
ECM
542
Evergreen Capital Management
Washington
$304K
ACM
543
Advisors Capital Management
New Jersey
$302K
MCA
544
Maryland Capital Advisors
Maryland
$300K
AP
545
Americana Partners
Texas
$300K
WW
546
Waterfront Wealth
Kansas
$297K
GWM
547
GSB Wealth Management
Connecticut
$297K
HPA
548
High Probability Advisors
New York
$297K
ACM
549
Aurdan Capital Management
Pennsylvania
$297K
GD
550
Grandfield & Dodd
New York
$294K