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Dimensional US Marketwide Value ETF

726 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 81 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: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
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
WT
526
Whittier Trust
California
$397K
CAM
527
Cozad Asset Management
Illinois
$397K
GWM
528
GDS Wealth Management
Texas
$395K
NOI
529
Newton One Investments
Delaware
$392K
AWM
530
Angeles Wealth Management
California
$389K
WCM
531
Warburton Capital Management
Oklahoma
$389K
PWS
532
Physician Wealth Solutions
Nevada
$387K
VVP
533
Venture Visionary Partners
Ohio
$385K
SEIA
534
Signature Estate & Investment Advisors
California
$384K
MCM
535
M1 Capital Management
Michigan
$383K
BCM
536
Brookstone Capital Management
Illinois
$383K
FOA
537
Five Oceans Advisors
California
$380K
TRCT
538
Tower Research Capital (TRC)
New York
$376K
MHWM
539
Montz Harcus Wealth Management
Louisiana
$375K
RWM
540
Rockwood Wealth Management
Pennsylvania
$373K
OC
541
Optima Capital
Oregon
$369K
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$364K
IA
543
Integrity Alliance
Iowa
$362K
CCC
544
Compass Capital Corp
Massachusetts
$361K
IWS
545
Integrity Wealth Solutions
Colorado
$360K
TNBTD
546
Trustmark National Bank Trust Department
Mississippi
$359K
AWM
547
Axxcess Wealth Management
California
$358K
LFP
548
Leeward Financial Partners
Washington
$357K
PPW
549
Pasadena Private Wealth
California
$357K
RC
550
Roundview Capital
New Jersey
$355K