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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
CIC
601
Carnegie Investment Counsel
Ohio
$213K
M
602
MOTCO
Texas
$213K
HIGP
603
Hill Investment Group Partners
Missouri
$211K
LWM
604
LJI Wealth Management
Indiana
$210K
AIA
605
AssuredPartners Investment Advisors
Florida
$208K
MWM
606
Modern Wealth Management
Kansas
$206K
WCM
607
Wallace Capital Management
Texas
$204K
SWP
608
Strategic Wealth Partners
Ohio
$203K
WTB
609
Washington Trust Bank
Washington
$203K
GPA
610
Guidance Point Advisors
Massachusetts
$201K
LW
611
Lauer Wealth
Indiana
$201K
MA
612
MJP Associates
Connecticut
$200K
AO
613
Advisor OS
Illinois
$200K
ACA
614
American Capital Advisory
Idaho
$184K
DFA
615
DHJJ Financial Advisors
Illinois
$166K
SN
616
Sittner & Nelson
Oregon
$165K
HR
617
Howe & Rusling
New York
$164K
JWM
618
JPL Wealth Management
Colorado
$164K
GWM
619
Grand Wealth Management
Michigan
$160K
AF
620
Advisornet Financial
Minnesota
$160K
AAS
621
Ameritas Advisory Services
Nebraska
$155K
HFS
622
Hantz Financial Services
Michigan
$150K
IWA
623
Icon Wealth Advisors
Texas
$146K
SIS
624
Sound Income Strategies
Florida
$144K
CI
625
CX Institutional
Indiana
$133K