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Dimensional US Marketwide Value ETF

736 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 87 funds opening new positions, 213 increasing their positions, 234 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

7% more funds holding

Funds holding: 687736 (+49)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 234

Holders
736
Holders Change
+49
Holders Change %
+7.13%
% of All Funds
8.96%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.38%
New
87
Increased
213
Reduced
234
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
626
Vawter Financial
Ohio
$249K
PMG
627
Private Management Group
California
$248K +$242K +5,325 New
BB
628
Bell Bank
North Dakota
$247K
HIP
629
HUB Investment Partners
Texas
$242K -$48.3K -1,065 -17%
FWI
630
Facet Wealth Inc
Maryland
$240K +$223K +4,912 New
IFG
631
Independent Financial Group
California
$240K +$3.45K +76 +2%
ODA
632
One Degree Advisors
California
$239K +$363 +8 +0.2%
HNWA
633
Henrickson Nauta Wealth Advisors
Michigan
$236K +$222K +4,894 New
LIM
634
Leavell Investment Management
Alabama
$234K
BC
635
BDFS Capital
Delaware
$234K +$228K +5,027 New
KFG
636
Kelly Financial Group
Connecticut
$233K +$2.9K +64 +1%
WAOI
637
Wealth Advisors of Iowa
Iowa
$232K
HAG
638
HighPoint Advisor Group
Illinois
$231K +$225K +4,961 New
NW
639
NewEdge Wealth
Pennsylvania
$230K
MPAM
640
Murphy Pohlad Asset Management
Minnesota
$229K
GFWA
641
Grey Fox Wealth Advisors
Delaware
$229K -$2.4K -53 -1%
BA
642
Bellwether Advisors
Nebraska
$227K
FI
643
Financial Insights
Washington
$226K
RFA
644
Reyes Financial Architecture
California
$226K
OFP
645
OLIO Financial Planning
Virginia
$225K +$771 +17 +0.4%
MOS
646
MGO One Seven
Ohio
$224K -$28.2K -622 -11%
SFM
647
Signet Financial Management
New Jersey
$223K
IF
648
Intrua Financial
Texas
$223K -$52.2K -1,150 -19%
CIC
649
Carnegie Investment Counsel
Ohio
$222K
M
650
MOTCO
Texas
$222K