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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
WTC
626
WhitTier Trust Company
Nevada
$130K
PCFFS
627
Pacific Center for Financial Services
California
$127K
JHCP
628
Jackson Hole Capital Partners
Oklahoma
$124K
CSC
629
Caldwell Sutter Capital
California
$121K
LBC
630
Lowe Brockenbrough & Co
Virginia
$115K
FDCP
631
Foster Dykema Cabot & Partners
Massachusetts
$114K
FC
632
Financial Consulate
Maryland
$113K
HNB
633
Hilltop National Bank
Wyoming
$112K
AWM
634
Abound Wealth Management
Tennessee
$111K
AP
635
Aspect Partners
Virginia
$100K
CB
636
CNB Bank
Pennsylvania
$97.2K
TCA
637
Trifecta Capital Advisors
Illinois
$95.1K
JFG
638
JDM Financial Group
Texas
$84.8K
ADL
639
Asset Dedication LLC
California
$77.3K
AIP
640
Ameritas Investment Partners
Nebraska
$73.5K
CMP
641
Coston McIsaac & Partners
Maine
$64K
TIM
642
Thompson Investment Management
Wisconsin
$62.7K
RWS
643
Retirement Wealth Solutions
Wisconsin
$60K
Bessemer Group
644
Bessemer Group
New Jersey
$60K
ME
645
McIlrath & Eck
Washington
$57.4K
EWM
646
Evermay Wealth Management
Virginia
$57K
GWM
647
Geneos Wealth Management
Colorado
$55K
DJSG
648
D.J. St. Germain
Massachusetts
$54.2K
CFD
649
Creative Financial Designs
Indiana
$53.2K
PB
650
Pinnacle Bancorp
Nebraska
$47.4K