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Dimensional US Marketwide Value ETF

682 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 237 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: $ → $

11.71% less ownership

Funds ownership: 89.07%77.36% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
682
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
Russell Investments Group
551
Russell Investments Group
United Kingdom
$294K
GSF
552
Grove Street Fiduciary
New Hampshire
$292K
HI
553
Harbour Investments
Wisconsin
$289K
LFG
554
Lockerman Financial Group
California
$287K
FFO
555
Fiduciary Family Office
Florida
$284K
RWM
556
RKL Wealth Management
Pennsylvania
$281K
OWM
557
Orgel Wealth Management
Wisconsin
$281K
HIP
558
HUB Investment Partners
Texas
$280K
SWA
559
Sterling Wealth Advisors
Florida
$277K
EP
560
Essential Planning
New Hampshire
$274K
CWP
561
Cyndeo Wealth Partners
Florida
$272K
OP
562
ORG Partners
Indiana
$271K
ACI
563
Alpha Cubed Investments
California
$271K
PCA
564
Purkiss Capital Advisors
Connecticut
$270K
QCM
565
QRG Capital Management
Illinois
$270K
T
566
Tableaux
Massachusetts
$269K
FIM
567
Freedom Investment Management
Connecticut
$267K
SFGP
568
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$266K
DI
569
Disciplined Investors
Texas
$266K
CA
570
CGN Advisors
Kansas
$265K
IF
571
Intrua Financial
Texas
$265K
SFG
572
SevenBridge Financial Group
Pennsylvania
$265K
MHIC
573
Marble Harbor Investment Counsel
Massachusetts
$263K
BOC
574
Bull Oak Capital
California
$261K
AC
575
AlphaCore Capital
California
$261K