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Dimensional US Marketwide Value ETF

682 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 237 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: $ → $

11.71% less ownership

Funds ownership: 89.07%77.36% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
682
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
RWS
651
Retirement Wealth Solutions
Wisconsin
$60K
Bessemer Group
652
Bessemer Group
New Jersey
$60K
ME
653
McIlrath & Eck
Washington
$57.4K
EWM
654
Evermay Wealth Management
Virginia
$57K
GWM
655
Geneos Wealth Management
Colorado
$55K
DJSG
656
D.J. St. Germain
Massachusetts
$54.2K
CFD
657
Creative Financial Designs
Indiana
$53.2K
PB
658
Pinnacle Bancorp
Nebraska
$47.4K
HWA
659
HHM Wealth Advisors
Tennessee
$45.5K
IRC
660
Investors Research Corp
Georgia
$42.6K
SFC
661
SYM Financial Corp
Indiana
$40K
GG
662
Gleason Group
Kentucky
$34.9K
CSB
663
City State Bank
Iowa
$33.2K
Qube Research & Technologies (QRT)
664
Qube Research & Technologies (QRT)
United Kingdom
$32.6K
UCB
665
United Community Bank
South Carolina
$29K
PAG
666
Paladin Advisory Group
Iowa
$27.8K
TIM
667
Tortoise Investment Management
New York
$24.1K
AIC
668
Archer Investment Corporation
Indiana
$23.1K
PA
669
Pineridge Advisors
Missouri
$22.6K
AF
670
Alerus Financial
North Dakota
$21.7K
IWP
671
IAG Wealth Partners
Wisconsin
$20.4K
SWIM
672
Smallwood Wealth Investment Management
New Jersey
$20K
SC
673
Steph & Co
Wisconsin
$19.9K
GWS
674
Glassman Wealth Services
Virginia
$17.3K
TC
675
Truvestments Capital
Florida
$16.6K