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Dimensional US Marketwide Value ETF

680 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, 200 increasing their positions, 237 reducing their positions, and 23 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: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
AF
626
Advisornet Financial
Minnesota
$160K
AAS
627
Ameritas Advisory Services
Nebraska
$155K
HFS
628
Hantz Financial Services
Michigan
$150K
IWA
629
Icon Wealth Advisors
Texas
$146K
SIS
630
Sound Income Strategies
Florida
$144K
CI
631
CX Institutional
Indiana
$133K
WTC
632
WhitTier Trust Company
Nevada
$130K
PCFFS
633
Pacific Center for Financial Services
California
$127K
JHCP
634
Jackson Hole Capital Partners
Oklahoma
$124K
CSC
635
Caldwell Sutter Capital
California
$121K
LBC
636
Lowe Brockenbrough & Co
Virginia
$115K
FDCP
637
Foster Dykema Cabot & Partners
Massachusetts
$114K
FC
638
Financial Consulate
Maryland
$113K
HNB
639
Hilltop National Bank
Wyoming
$112K
AWM
640
Abound Wealth Management
Tennessee
$111K
AP
641
Aspect Partners
Virginia
$100K
CB
642
CNB Bank
Pennsylvania
$97.2K
TCA
643
Trifecta Capital Advisors
Illinois
$95.1K
JFG
644
JDM Financial Group
Texas
$84.8K
ADL
645
Asset Dedication LLC
California
$77.3K
AIP
646
Ameritas Investment Partners
Nebraska
$73.5K
CMP
647
Coston McIsaac & Partners
Maine
$64K
TIM
648
Thompson Investment Management
Wisconsin
$62.7K
RWS
649
Retirement Wealth Solutions
Wisconsin
$60K
Bessemer Group
650
Bessemer Group
New Jersey
$60K