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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
FJWM
576
Ferguson Johnson Wealth Management
Maryland
$311K +$304K +6,695 New
RWM
577
Ritholtz Wealth Management
New York
$310K +$56.5K +1,245 +23%
GWM
578
GSB Wealth Management
Connecticut
$310K
HPA
579
High Probability Advisors
New York
$310K
AFP
580
Ausdal Financial Partners
Iowa
$307K +$299K +6,593 New
GD
581
Grandfield & Dodd
New York
$307K
GSF
582
Grove Street Fiduciary
New Hampshire
$305K
LFG
583
Lockerman Financial Group
California
$300K
TFA
584
TrustWell Financial Advisors
Florida
$298K +$290K +6,400 New
FFO
585
Fiduciary Family Office
Florida
$297K
OPF
586
Old Peak Finance
North Carolina
$293K +$285K +6,291 New
RWM
587
RKL Wealth Management
Pennsylvania
$293K
OWM
588
Orgel Wealth Management
Wisconsin
$293K
ACM
589
Aurdan Capital Management
Pennsylvania
$288K -$21.1K -466 -7%
EP
590
Essential Planning
New Hampshire
$287K +$952 +21 +0.3%
ACI
591
Alpha Cubed Investments
California
$286K +$3.58K +79 +1%
BAM
592
BOS Asset Management
Illinois
$286K +$278K +6,128 New
CWP
593
Cyndeo Wealth Partners
Florida
$285K +$680 +15 +0.2%
SFG
594
SevenBridge Financial Group
Pennsylvania
$283K +$952 +21 +0.4%
OP
595
ORG Partners
Indiana
$282K
PCA
596
Purkiss Capital Advisors
Connecticut
$282K +$454 +10 +0.2%
ASN
597
Advisory Services Network
Georgia
$280K -$60.1K -1,325 -18%
FIM
598
Freedom Investment Management
Connecticut
$278K
QCM
599
QRG Capital Management
Illinois
$278K -$2.95K -65 -1%
SFGP
600
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$277K