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Dimensional US Marketwide Value ETF

727 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 82 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: 683727 (+44)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
727
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
AG
526
AlTi Global
New York
$397K
WT
527
Whittier Trust
California
$397K
CAM
528
Cozad Asset Management
Illinois
$397K
GWM
529
GDS Wealth Management
Texas
$395K
NOI
530
Newton One Investments
Delaware
$392K
AWM
531
Angeles Wealth Management
California
$389K
WCM
532
Warburton Capital Management
Oklahoma
$389K
PWS
533
Physician Wealth Solutions
Nevada
$387K
VVP
534
Venture Visionary Partners
Ohio
$385K
SEIA
535
Signature Estate & Investment Advisors
California
$384K
MCM
536
M1 Capital Management
Michigan
$383K
BCM
537
Brookstone Capital Management
Illinois
$383K
FOA
538
Five Oceans Advisors
California
$380K
TRCT
539
Tower Research Capital (TRC)
New York
$376K
MHWM
540
Montz Harcus Wealth Management
Louisiana
$375K
RWM
541
Rockwood Wealth Management
Pennsylvania
$373K
OC
542
Optima Capital
Oregon
$369K
CIBC Private Wealth Group
543
CIBC Private Wealth Group
Georgia
$364K
IA
544
Integrity Alliance
Iowa
$362K
CCC
545
Compass Capital Corp
Massachusetts
$361K
IWS
546
Integrity Wealth Solutions
Colorado
$360K
TNBTD
547
Trustmark National Bank Trust Department
Mississippi
$359K
AWM
548
Axxcess Wealth Management
California
$358K
LFP
549
Leeward Financial Partners
Washington
$357K
PPW
550
Pasadena Private Wealth
California
$357K