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Dimensional US Marketwide Value ETF

726 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 81 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: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
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
ODA
626
One Degree Advisors
California
$239K
HNWA
627
Henrickson Nauta Wealth Advisors
Michigan
$236K
LIM
628
Leavell Investment Management
Alabama
$234K
BC
629
BDFS Capital
Delaware
$234K
KFG
630
Kelly Financial Group
Connecticut
$233K
WAOI
631
Wealth Advisors of Iowa
Iowa
$232K
NW
632
NewEdge Wealth
Pennsylvania
$230K
MPAM
633
Murphy Pohlad Asset Management
Minnesota
$229K
GFWA
634
Grey Fox Wealth Advisors
Delaware
$229K
BA
635
Bellwether Advisors
Nebraska
$227K
FI
636
Financial Insights
Washington
$226K
RFA
637
Reyes Financial Architecture
California
$226K
OFP
638
OLIO Financial Planning
Virginia
$225K
MOS
639
MGO One Seven
Ohio
$224K
SFM
640
Signet Financial Management
New Jersey
$223K
IF
641
Intrua Financial
Texas
$223K
CIC
642
Carnegie Investment Counsel
Ohio
$222K
M
643
MOTCO
Texas
$222K
RFM
644
Royal Fund Management
Florida
$219K
MMA
645
Miracle Mile Advisors
California
$219K
AIA
646
AssuredPartners Investment Advisors
Florida
$217K
LW
647
Lauer Wealth
Indiana
$216K
HW
648
HORAN Wealth
Ohio
$215K
MWM
649
Modern Wealth Management
Kansas
$214K
WCM
650
Wallace Capital Management
Texas
$213K