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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
KFG
626
Kelly Financial Group
Connecticut
$233K
WAOI
627
Wealth Advisors of Iowa
Iowa
$232K
NW
628
NewEdge Wealth
Pennsylvania
$230K
MPAM
629
Murphy Pohlad Asset Management
Minnesota
$229K
GFWA
630
Grey Fox Wealth Advisors
Delaware
$229K
BA
631
Bellwether Advisors
Nebraska
$227K
RFA
632
Reyes Financial Architecture
California
$226K
OFP
633
OLIO Financial Planning
Virginia
$225K
MOS
634
MGO One Seven
Ohio
$224K
SFM
635
Signet Financial Management
New Jersey
$223K
IF
636
Intrua Financial
Texas
$223K
CIC
637
Carnegie Investment Counsel
Ohio
$222K
M
638
MOTCO
Texas
$222K
RFM
639
Royal Fund Management
Florida
$219K
MMA
640
Miracle Mile Advisors
California
$219K
AIA
641
AssuredPartners Investment Advisors
Florida
$217K
LW
642
Lauer Wealth
Indiana
$216K
HW
643
HORAN Wealth
Ohio
$215K
MWM
644
Modern Wealth Management
Kansas
$214K
WCM
645
Wallace Capital Management
Texas
$213K
GPA
646
Guidance Point Advisors
Massachusetts
$211K
HWMC
647
Heritage Wealth Management (California)
California
$208K
CW
648
CreativeOne Wealth
Kansas
$208K
CA
649
Continuum Advisory
Idaho
$207K
MA
650
MJP Associates
Connecticut
$204K