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Dimensional US Marketwide Value ETF

726 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 81 funds opening new positions, 211 increasing their positions, 234 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 ownership

Funds ownership:

6% more funds holding

Funds holding: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
ACP
551
Aviance Capital Partners
Florida
$352K
IFWM
552
Institute for Wealth Management
Colorado
$349K
HCP
553
Holt Capital Partners
Texas
$348K
DFP
554
Donalies Financial Planning
District of Columbia
$344K
LCM
555
LVM Capital Management
Michigan
$344K
SSWM
556
Smith Salley Wealth Management
North Carolina
$342K
EFP
557
Elser Financial Planning
Indiana
$341K
FWTB
558
First Western Trust Bank
Colorado
$340K
UB
559
UMB Bank
Missouri
$335K
CT
560
Caldwell Trust
Florida
$330K
BF
561
BOK Financial
Oklahoma
$330K
WWM
562
Whalen Wealth Management
Nevada
$327K
WW
563
Waterfront Wealth
Kansas
$325K
PS
564
Principal Securities
Iowa
$324K
PWP
565
Ponta Wealth Partners
Florida
$324K
CA
566
Cortland Associates
Missouri
$320K
CFGA
567
Cambridge Financial Group (Arizona)
Arizona
$318K
ECM
568
Evergreen Capital Management
Washington
$317K
ACM
569
Advisors Capital Management
New Jersey
$314K
CPA
570
Capital Planning Advisors
California
$314K
MCA
571
Maryland Capital Advisors
Maryland
$313K
FJWM
572
Ferguson Johnson Wealth Management
Maryland
$311K
RWM
573
Ritholtz Wealth Management
New York
$310K
GWM
574
GSB Wealth Management
Connecticut
$310K
HPA
575
High Probability Advisors
New York
$310K