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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
AWM
526
Angeles Wealth Management
California
$389K
WCM
527
Warburton Capital Management
Oklahoma
$389K
PWS
528
Physician Wealth Solutions
Nevada
$387K
VVP
529
Venture Visionary Partners
Ohio
$385K
SEIA
530
Signature Estate & Investment Advisors
California
$384K
MCM
531
M1 Capital Management
Michigan
$383K
BCM
532
Brookstone Capital Management
Illinois
$383K
FOA
533
Five Oceans Advisors
California
$380K
TRCT
534
Tower Research Capital (TRC)
New York
$376K
MHWM
535
Montz Harcus Wealth Management
Louisiana
$375K
RWM
536
Rockwood Wealth Management
Pennsylvania
$373K
OC
537
Optima Capital
Oregon
$369K
CIBC Private Wealth Group
538
CIBC Private Wealth Group
Georgia
$364K
IA
539
Integrity Alliance
Iowa
$362K
CCC
540
Compass Capital Corp
Massachusetts
$361K
IWS
541
Integrity Wealth Solutions
Colorado
$360K
TNBTD
542
Trustmark National Bank Trust Department
Mississippi
$359K
AWM
543
Axxcess Wealth Management
California
$358K
LFP
544
Leeward Financial Partners
Washington
$357K
PPW
545
Pasadena Private Wealth
California
$357K
RC
546
Roundview Capital
New Jersey
$355K
ACP
547
Aviance Capital Partners
Florida
$352K
IFWM
548
Institute for Wealth Management
Colorado
$349K
HCP
549
Holt Capital Partners
Texas
$348K
DFP
550
Donalies Financial Planning
District of Columbia
$344K