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Dimensional US Marketwide Value ETF

727 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 82 funds opening new positions, 211 increasing their positions, 234 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more funds holding

Funds holding: 683727 (+44)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
FWI
626
Facet Wealth Inc
Maryland
$240K
ODA
627
One Degree Advisors
California
$239K
HNWA
628
Henrickson Nauta Wealth Advisors
Michigan
$236K
LIM
629
Leavell Investment Management
Alabama
$234K
BC
630
BDFS Capital
Delaware
$234K
KFG
631
Kelly Financial Group
Connecticut
$233K
WAOI
632
Wealth Advisors of Iowa
Iowa
$232K
NW
633
NewEdge Wealth
Pennsylvania
$230K
MPAM
634
Murphy Pohlad Asset Management
Minnesota
$229K
GFWA
635
Grey Fox Wealth Advisors
Delaware
$229K
BA
636
Bellwether Advisors
Nebraska
$227K
FI
637
Financial Insights
Washington
$226K
RFA
638
Reyes Financial Architecture
California
$226K
OFP
639
OLIO Financial Planning
Virginia
$225K
MOS
640
MGO One Seven
Ohio
$224K
SFM
641
Signet Financial Management
New Jersey
$223K
IF
642
Intrua Financial
Texas
$223K
CIC
643
Carnegie Investment Counsel
Ohio
$222K
M
644
MOTCO
Texas
$222K
RFM
645
Royal Fund Management
Florida
$219K
MMA
646
Miracle Mile Advisors
California
$219K
AIA
647
AssuredPartners Investment Advisors
Florida
$217K
LW
648
Lauer Wealth
Indiana
$216K
HW
649
HORAN Wealth
Ohio
$215K
MWM
650
Modern Wealth Management
Kansas
$214K