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Dimensional US Marketwide Value ETF

736 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, 234 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)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

7% more funds holding

Funds holding: 687736 (+49)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 234

Holders
736
Holders Change
+49
Holders Change %
+7.13%
% of All Funds
8.96%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.38%
New
87
Increased
213
Reduced
234
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
CGN Advisors
Kansas
$276K -$181 -4 -0.1%
CA
602
COFG Advisors
Illinois
$275K +$268K +5,910 New
MHIC
603
Marble Harbor Investment Counsel
Massachusetts
$274K
AC
604
AlphaCore Capital
California
$273K +$907 +20 +0.3%
RA
605
Rise Advisors
New York
$273K +$907 +20 +0.3%
BOC
606
Bull Oak Capital
California
$273K
FB
607
First Bancorp
Maine
$272K
Qube Research & Technologies (QRT)
608
Qube Research & Technologies (QRT)
United Kingdom
$271K +$231K +5,089 +698%
VPF
609
Vantage Point Financial
Illinois
$270K
DI
610
Disciplined Investors
Texas
$268K -$8.26K -182 -3%
WTB
611
Washington Trust Bank
Washington
$268K +$55.3K +1,220 +27%
NAM
612
NTV Asset Management
West Virginia
$266K
VA
613
Vident Advisory
Georgia
$266K
HI
614
Harbour Investments
Wisconsin
$266K -$34.9K -770 -12%
HH
615
HWG Holdings
Texas
$265K
WDL
616
Well Done LLC
Michigan
$265K
LF
617
Lantz Financial
Illinois
$264K
AssetMark Inc
618
AssetMark Inc
California
$260K
RP
619
Rowlandmiller & Partners
Georgia
$258K
WJA
620
Willis Johnson & Associates
Texas
$258K -$2.95K -65 -1%
EFG
621
Everhart Financial Group
Ohio
$257K
SWA
622
Sterling Wealth Advisors
Florida
$256K -$33.8K -745 -12%
HSA
623
HBK Sorce Advisory
Pennsylvania
$255K
FMWA
624
Forvis Mazars Wealth Advisors
Missouri
$253K
NG
625
Norden Group
Utah
$251K +$816 +18 +0.3%