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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
HWA
651
HHM Wealth Advisors
Tennessee
$45.5K
IRC
652
Investors Research Corp
Georgia
$42.6K
SFC
653
SYM Financial Corp
Indiana
$40K
GG
654
Gleason Group
Kentucky
$34.9K
CSB
655
City State Bank
Iowa
$33.2K
Qube Research & Technologies (QRT)
656
Qube Research & Technologies (QRT)
United Kingdom
$32.6K
UCB
657
United Community Bank
South Carolina
$29K
PAG
658
Paladin Advisory Group
Iowa
$27.8K
TIM
659
Tortoise Investment Management
New York
$24.1K
AIC
660
Archer Investment Corporation
Indiana
$23.1K
PA
661
Pineridge Advisors
Missouri
$22.6K
AF
662
Alerus Financial
North Dakota
$21.7K
IWP
663
IAG Wealth Partners
Wisconsin
$20.4K
SWIM
664
Smallwood Wealth Investment Management
New Jersey
$20K
SC
665
Steph & Co
Wisconsin
$19.9K
GWS
666
Glassman Wealth Services
Virginia
$17.3K
TC
667
Truvestments Capital
Florida
$16.6K
SRCM
668
Signature Resources Capital Management
California
$16.4K
FGAM
669
Financial Gravity Asset Management
Texas
$15.6K
FFO
670
Fortitude Family Office
Arizona
$11.9K
HIA
671
Harbor Investment Advisory
Maryland
$9.07K
KA
672
Kozak & Associates
Colorado
$8.78K
TFGT
673
TS Financial Group (TSFG)
Illinois
$4K
MNA
674
Manning & Napier Advisors
New York
$1.03K
VWA
675
VSM Wealth Advisory
Maryland