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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
626
DHJJ Financial Advisors
Illinois
$166K
SN
627
Sittner & Nelson
Oregon
$165K
HR
628
Howe & Rusling
New York
$164K
JWM
629
JPL Wealth Management
Colorado
$164K +$159K +3,662 New
GWM
630
Grand Wealth Management
Michigan
$160K
AF
631
Advisornet Financial
Minnesota
$160K +$566 +13 +0.4%
AAS
632
Ameritas Advisory Services
Nebraska
$155K +$62.8K +1,443 +71%
MWA
633
Medallion Wealth Advisors
Connecticut
$152K +$6.32K +145 +4%
HFS
634
Hantz Financial Services
Michigan
$150K
IWA
635
Icon Wealth Advisors
Texas
$146K
SIS
636
Sound Income Strategies
Florida
$144K
CI
637
CX Institutional
Indiana
$133K +$73.2K +1,681 +130%
WTC
638
WhitTier Trust Company
Nevada
$130K
PCFFS
639
Pacific Center for Financial Services
California
$127K
JHCP
640
Jackson Hole Capital Partners
Oklahoma
$124K +$566 +13 +0.5%
CSC
641
Caldwell Sutter Capital
California
$121K
LBC
642
Lowe Brockenbrough & Co
Virginia
$115K
FDCP
643
Foster Dykema Cabot & Partners
Massachusetts
$114K
FC
644
Financial Consulate
Maryland
$113K +$110K +2,535 New
HNB
645
Hilltop National Bank
Wyoming
$112K
AWM
646
Abound Wealth Management
Tennessee
$111K +$108K +2,482 New
AP
647
Aspect Partners
Virginia
$100K
CB
648
CNB Bank
Pennsylvania
$97.2K +$94.8K +2,176 New
TCA
649
Trifecta Capital Advisors
Illinois
$95.1K
KPP
650
Kings Path Partners
Texas
$94.6K