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Dimensional US Marketwide Value ETF

727 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 82 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: 683727 (+44)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
727
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
HPA
576
High Probability Advisors
New York
$310K
AFP
577
Ausdal Financial Partners
Iowa
$307K
GD
578
Grandfield & Dodd
New York
$307K
GSF
579
Grove Street Fiduciary
New Hampshire
$305K
LFG
580
Lockerman Financial Group
California
$300K
FFO
581
Fiduciary Family Office
Florida
$297K
OPF
582
Old Peak Finance
North Carolina
$293K
RWM
583
RKL Wealth Management
Pennsylvania
$293K
OWM
584
Orgel Wealth Management
Wisconsin
$293K
ACM
585
Aurdan Capital Management
Pennsylvania
$288K
EP
586
Essential Planning
New Hampshire
$287K
ACI
587
Alpha Cubed Investments
California
$286K
BAM
588
BOS Asset Management
Illinois
$286K
CWP
589
Cyndeo Wealth Partners
Florida
$285K
SFG
590
SevenBridge Financial Group
Pennsylvania
$283K
OP
591
ORG Partners
Indiana
$282K
PCA
592
Purkiss Capital Advisors
Connecticut
$282K
ASN
593
Advisory Services Network
Georgia
$280K
FIM
594
Freedom Investment Management
Connecticut
$278K
QCM
595
QRG Capital Management
Illinois
$278K
SFGP
596
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$277K
CA
597
CGN Advisors
Kansas
$276K
CA
598
COFG Advisors
Illinois
$275K
MHIC
599
Marble Harbor Investment Counsel
Massachusetts
$274K
AC
600
AlphaCore Capital
California
$273K