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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
551
Aurdan Capital Management
Pennsylvania
$297K
GD
552
Grandfield & Dodd
New York
$294K
Russell Investments Group
553
Russell Investments Group
United Kingdom
$294K +$133K +3,063 +87%
GSF
554
Grove Street Fiduciary
New Hampshire
$292K
HI
555
Harbour Investments
Wisconsin
$289K
LFG
556
Lockerman Financial Group
California
$287K
FFO
557
Fiduciary Family Office
Florida
$284K
RWM
558
RKL Wealth Management
Pennsylvania
$281K
OWM
559
Orgel Wealth Management
Wisconsin
$281K
HIP
560
HUB Investment Partners
Texas
$280K +$46.4K +1,065 +20%
SWA
561
Sterling Wealth Advisors
Florida
$277K
EP
562
Essential Planning
New Hampshire
$274K +$1.18K +27 +0.4%
CWP
563
Cyndeo Wealth Partners
Florida
$272K +$827 +19 +0.3%
OP
564
ORG Partners
Indiana
$271K
ACI
565
Alpha Cubed Investments
California
$271K
PCA
566
Purkiss Capital Advisors
Connecticut
$270K +$263K +6,036 New
QCM
567
QRG Capital Management
Illinois
$270K -$309K -7,094 -54%
T
568
Tableaux
Massachusetts
$269K +$262K +6,016 New
FIM
569
Freedom Investment Management
Connecticut
$267K -$1.98M -45,448 -88%
SFGP
570
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$266K
DI
571
Disciplined Investors
Texas
$266K -$6.01K -138 -2%
CA
572
CGN Advisors
Kansas
$265K -$218 -5 -0.1%
IF
573
Intrua Financial
Texas
$265K
SFG
574
SevenBridge Financial Group
Pennsylvania
$265K +$1.09K +25 +0.4%
MHIC
575
Marble Harbor Investment Counsel
Massachusetts
$263K +$256K +5,877 New