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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
526
Operose Advisors
Wisconsin
$338K +$35.5K +815 +12%
IFWM
527
Institute for Wealth Management
Colorado
$335K
HCP
528
Holt Capital Partners
Texas
$334K
LCM
529
LVM Capital Management
Michigan
$330K +$322K +7,391 New
KSWA
530
Kathleen S. Wright Associates
Pennsylvania
$328K
SSWM
531
Smith Salley Wealth Management
North Carolina
$328K
ASN
532
Advisory Services Network
Georgia
$328K +$523 +12 +0.2%
EFP
533
Elser Financial Planning
Indiana
$327K
CCC
534
Compass Capital Corp
Massachusetts
$323K
MW
535
MBL Wealth
North Carolina
$323K
MGW
536
MB Generational Wealth
Washington
$321K +$313K +7,193 New
JIC
537
Joel Isaacson & Co
New York
$321K
CT
538
Caldwell Trust
Florida
$317K
BF
539
BOK Financial
Oklahoma
$317K -$2.22K -51 -0.7%
UB
540
UMB Bank
Missouri
$316K -$9.8K -225 -3%
CFGA
541
Cambridge Financial Group (Arizona)
Arizona
$315K +$305 +7 +0.1%
WWM
542
Whalen Wealth Management
Nevada
$312K +$1.35K +31 +0.4%
PS
543
Principal Securities
Iowa
$312K +$11.8K +270 +4%
ECM
544
Evergreen Capital Management
Washington
$304K
ACM
545
Advisors Capital Management
New Jersey
$302K
MCA
546
Maryland Capital Advisors
Maryland
$300K
AP
547
Americana Partners
Texas
$300K +$292K +6,705 New
WW
548
Waterfront Wealth
Kansas
$297K
GWM
549
GSB Wealth Management
Connecticut
$297K
HPA
550
High Probability Advisors
New York
$297K