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Dimensional US Marketwide Value ETF

682 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 237 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: $ → $

11.71% less ownership

Funds ownership: 89.07%77.36% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
682
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
KFG
601
Kelly Financial Group
Connecticut
$221K
NW
602
NewEdge Wealth
Pennsylvania
$220K
MPAM
603
Murphy Pohlad Asset Management
Minnesota
$220K
BA
604
Bellwether Advisors
Nebraska
$217K
RFA
605
Reyes Financial Architecture
California
$217K
OFP
606
OLIO Financial Planning
Virginia
$215K
SFM
607
Signet Financial Management
New Jersey
$214K
CIC
608
Carnegie Investment Counsel
Ohio
$213K
M
609
MOTCO
Texas
$213K
HIGP
610
Hill Investment Group Partners
Missouri
$211K
LWM
611
LJI Wealth Management
Indiana
$210K
AIA
612
AssuredPartners Investment Advisors
Florida
$208K
MWM
613
Modern Wealth Management
Kansas
$206K
WCM
614
Wallace Capital Management
Texas
$204K
SWP
615
Strategic Wealth Partners
Ohio
$203K
WTB
616
Washington Trust Bank
Washington
$203K
GPA
617
Guidance Point Advisors
Massachusetts
$201K
LW
618
Lauer Wealth
Indiana
$201K
MA
619
MJP Associates
Connecticut
$200K
AO
620
Advisor OS
Illinois
$200K
ACA
621
American Capital Advisory
Idaho
$184K
DFA
622
DHJJ Financial Advisors
Illinois
$166K
SN
623
Sittner & Nelson
Oregon
$165K
HR
624
Howe & Rusling
New York
$164K
JWM
625
JPL Wealth Management
Colorado
$164K