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Dimensional US Marketwide Value ETF

737 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 87 funds opening new positions, 213 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 687737 (+50)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
8.97%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
87
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Axxcess Wealth Management
California
$358K +$349K +7,689 New
LFP
552
Leeward Financial Partners
Washington
$357K
PPW
553
Pasadena Private Wealth
California
$357K
RC
554
Roundview Capital
New Jersey
$355K
ACP
555
Aviance Capital Partners
Florida
$352K -$3.4K -75 -1%
IFWM
556
Institute for Wealth Management
Colorado
$349K
HCP
557
Holt Capital Partners
Texas
$348K
DFP
558
Donalies Financial Planning
District of Columbia
$344K +$335K +7,387 New
LCM
559
LVM Capital Management
Michigan
$344K
SSWM
560
Smith Salley Wealth Management
North Carolina
$342K
EFP
561
Elser Financial Planning
Indiana
$341K
FWTB
562
First Western Trust Bank
Colorado
$340K -$49.8K -1,098 -13%
UB
563
UMB Bank
Missouri
$335K +$5.49K +121 +2%
CT
564
Caldwell Trust
Florida
$330K
BF
565
BOK Financial
Oklahoma
$330K -$45 -1 -0%
WWM
566
Whalen Wealth Management
Nevada
$327K +$1.13K +25 +0.4%
WW
567
Waterfront Wealth
Kansas
$325K
PS
568
Principal Securities
Iowa
$324K -$680 -15 -0.2%
PWP
569
Ponta Wealth Partners
Florida
$324K +$315K +6,949 New
CA
570
Cortland Associates
Missouri
$320K -$158K -3,480 -34%
CFGA
571
Cambridge Financial Group (Arizona)
Arizona
$318K -$2.4K -53 -0.8%
ECM
572
Evergreen Capital Management
Washington
$317K
ACM
573
Advisors Capital Management
New Jersey
$314K
CPA
574
Capital Planning Advisors
California
$314K +$306K +6,738 New
MCA
575
Maryland Capital Advisors
Maryland
$313K