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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
FFO
576
Fiduciary Family Office
Florida
$297K
OPF
577
Old Peak Finance
North Carolina
$293K
RWM
578
RKL Wealth Management
Pennsylvania
$293K
OWM
579
Orgel Wealth Management
Wisconsin
$293K
ACM
580
Aurdan Capital Management
Pennsylvania
$288K
EP
581
Essential Planning
New Hampshire
$287K
ACI
582
Alpha Cubed Investments
California
$286K
BAM
583
BOS Asset Management
Illinois
$286K
CWP
584
Cyndeo Wealth Partners
Florida
$285K
SFG
585
SevenBridge Financial Group
Pennsylvania
$283K
OP
586
ORG Partners
Indiana
$282K
PCA
587
Purkiss Capital Advisors
Connecticut
$282K
ASN
588
Advisory Services Network
Georgia
$280K
FIM
589
Freedom Investment Management
Connecticut
$278K
QCM
590
QRG Capital Management
Illinois
$278K
SFGP
591
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$277K
CA
592
CGN Advisors
Kansas
$276K
CA
593
COFG Advisors
Illinois
$275K
MHIC
594
Marble Harbor Investment Counsel
Massachusetts
$274K
AC
595
AlphaCore Capital
California
$273K
RA
596
Rise Advisors
New York
$273K
BOC
597
Bull Oak Capital
California
$273K
FB
598
First Bancorp
Maine
$272K
Qube Research & Technologies (QRT)
599
Qube Research & Technologies (QRT)
United Kingdom
$271K
VPF
600
Vantage Point Financial
Illinois
$270K