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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
HIP
551
HUB Investment Partners
Texas
$280K
SWA
552
Sterling Wealth Advisors
Florida
$277K
EP
553
Essential Planning
New Hampshire
$274K
CWP
554
Cyndeo Wealth Partners
Florida
$272K
OP
555
ORG Partners
Indiana
$271K
ACI
556
Alpha Cubed Investments
California
$271K
PCA
557
Purkiss Capital Advisors
Connecticut
$270K
QCM
558
QRG Capital Management
Illinois
$270K
T
559
Tableaux
Massachusetts
$269K
FIM
560
Freedom Investment Management
Connecticut
$267K
SFG
561
Stonebridge Financial Group
Pennsylvania
$266K
DI
562
Disciplined Investors
Texas
$266K
CA
563
CGN Advisors
Kansas
$265K
IF
564
Intrua Financial
Texas
$265K
SFG
565
SevenBridge Financial Group
Pennsylvania
$265K
MHIC
566
Marble Harbor Investment Counsel
Massachusetts
$263K
BOC
567
Bull Oak Capital
California
$261K
AC
568
AlphaCore Capital
California
$261K
FB
569
First Bancorp
Maine
$261K
RA
570
Rise Advisors
New York
$261K
VPF
571
Vantage Point Financial
Illinois
$259K
LFA
572
Legacy Financial Advisors
Kentucky
$255K
NAM
573
NTV Asset Management
West Virginia
$255K
VA
574
Vident Advisory
Georgia
$255K
HH
575
HWG Holdings
Texas
$255K