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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
601
Leavell Investment Management
Alabama
$225K -$15.4K -353 -7%
WAOI
602
Wealth Advisors of Iowa
Iowa
$223K
GFWA
603
Grey Fox Wealth Advisors
Delaware
$222K +$958 +22 +0.4%
KFG
604
Kelly Financial Group
Connecticut
$221K -$7.84K -180 -4%
NW
605
NewEdge Wealth
Pennsylvania
$220K
MPAM
606
Murphy Pohlad Asset Management
Minnesota
$220K
BA
607
Bellwether Advisors
Nebraska
$217K
FI
608
Financial Insights
Washington
$217K +$211K +4,852 New
RFA
609
Reyes Financial Architecture
California
$217K
OFP
610
OLIO Financial Planning
Virginia
$215K -$44.9K -1,030 -18%
SFM
611
Signet Financial Management
New Jersey
$214K
CIC
612
Carnegie Investment Counsel
Ohio
$213K
M
613
MOTCO
Texas
$213K
HIGP
614
Hill Investment Group Partners
Missouri
$211K +$205K +4,713 New
LWM
615
LJI Wealth Management
Indiana
$210K -$1.45M -33,319 -88%
AIA
616
AssuredPartners Investment Advisors
Florida
$208K +$202K +4,649 New
MWM
617
Modern Wealth Management
Kansas
$206K +$200K +4,602 New
WCM
618
Wallace Capital Management
Texas
$204K +$199K +4,567 New
SWP
619
Strategic Wealth Partners
Ohio
$203K -$21.9K -503 -10%
WTB
620
Washington Trust Bank
Washington
$203K +$198K +4,538 New
GPA
621
Guidance Point Advisors
Massachusetts
$201K +$196K +4,505 New
LW
622
Lauer Wealth
Indiana
$201K -$71.9K -1,650 -27%
AO
623
Advisor OS
Illinois
$200K +$195K +4,480 New
MA
624
MJP Associates
Connecticut
$200K +$195K +4,480 New
ACA
625
American Capital Advisory
Idaho
$184K +$90.8K +2,086 +103%