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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
AO
651
Advisor OS
Illinois
$204K
TF
652
Threadgill Financial
Texas
$203K
PIA
653
Perennial Investment Advisors
California
$203K
SWM
654
Sherman Wealth Management
Maryland
$202K
CWM
655
Centric Wealth Management
Illinois
$202K
AHC
656
Anderson Hoagland & Co
Missouri
$200K
LWM
657
Lodestone Wealth Management
Washington
$197K
ACA
658
American Capital Advisory
Idaho
$192K
SN
659
Sittner & Nelson
Oregon
$187K
DFA
660
DHJJ Financial Advisors
Illinois
$173K
HR
661
Howe & Rusling
New York
$171K
GWM
662
Grand Wealth Management
Michigan
$167K
AF
663
Advisornet Financial
Minnesota
$167K
Russell Investments Group
664
Russell Investments Group
United Kingdom
$164K
KFAS
665
Keating Financial Advisory Services
Kansas
$159K
SIS
666
Sound Income Strategies
Florida
$156K
HFS
667
Hantz Financial Services
Michigan
$156K
AWM
668
Abound Wealth Management
Tennessee
$154K
WTC
669
WhitTier Trust Company
Nevada
$140K
CI
670
CX Institutional
Indiana
$139K
JHCP
671
Jackson Hole Capital Partners
Oklahoma
$130K
PCFFS
672
Pacific Center for Financial Services
California
$127K
AFC
673
Ares Financial Consulting
California
$126K
LBC
674
Lowe Brockenbrough & Co
Virginia
$120K
FC
675
Financial Consulate
Maryland
$118K