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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
LCM
551
LVM Capital Management
Michigan
$344K
SSWM
552
Smith Salley Wealth Management
North Carolina
$342K
EFP
553
Elser Financial Planning
Indiana
$341K
FWTB
554
First Western Trust Bank
Colorado
$340K
UB
555
UMB Bank
Missouri
$335K
CT
556
Caldwell Trust
Florida
$330K
BF
557
BOK Financial
Oklahoma
$330K
WWM
558
Whalen Wealth Management
Nevada
$327K
WW
559
Waterfront Wealth
Kansas
$325K
PS
560
Principal Securities
Iowa
$324K
PWP
561
Ponta Wealth Partners
Florida
$324K
CA
562
Cortland Associates
Missouri
$320K
CFGA
563
Cambridge Financial Group (Arizona)
Arizona
$318K
ECM
564
Evergreen Capital Management
Washington
$317K
ACM
565
Advisors Capital Management
New Jersey
$314K
CPA
566
Capital Planning Advisors
California
$314K
MCA
567
Maryland Capital Advisors
Maryland
$313K
FJWM
568
Ferguson Johnson Wealth Management
Maryland
$311K
RWM
569
Ritholtz Wealth Management
New York
$310K
GWM
570
GSB Wealth Management
Connecticut
$310K
HPA
571
High Probability Advisors
New York
$310K
AFP
572
Ausdal Financial Partners
Iowa
$307K
GD
573
Grandfield & Dodd
New York
$307K
GSF
574
Grove Street Fiduciary
New Hampshire
$305K
LFG
575
Lockerman Financial Group
California
$300K