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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
651
JDM Financial Group
Texas
$84.8K
MCM
652
MV Capital Management
Maryland
$83.4K
ADL
653
Asset Dedication LLC
California
$77.3K +$348 +8 +0.5%
AIP
654
Ameritas Investment Partners
Nebraska
$73.5K +$305 +7 +0.4%
CMP
655
Coston McIsaac & Partners
Maine
$64K +$305 +7 +0.5%
TIM
656
Thompson Investment Management
Wisconsin
$62.7K
RWS
657
Retirement Wealth Solutions
Wisconsin
$60K +$58.5K +1,343 New
Bessemer Group
658
Bessemer Group
New Jersey
$60K
ME
659
McIlrath & Eck
Washington
$57.4K
EWM
660
Evermay Wealth Management
Virginia
$57K
GWM
661
Geneos Wealth Management
Colorado
$55K
DJSG
662
D.J. St. Germain
Massachusetts
$54.2K +$52.8K +1,212 New
CFD
663
Creative Financial Designs
Indiana
$53.2K +$218 +5 +0.4%
PB
664
Pinnacle Bancorp
Nebraska
$47.4K
HWA
665
HHM Wealth Advisors
Tennessee
$45.5K +$44.4K +1,019 New
IRC
666
Investors Research Corp
Georgia
$42.6K
SFC
667
SYM Financial Corp
Indiana
$40K
GG
668
Gleason Group
Kentucky
$34.9K -$6.71K -154 -16%
CSB
669
City State Bank
Iowa
$33.2K
Qube Research & Technologies (QRT)
670
Qube Research & Technologies (QRT)
United Kingdom
$32.6K -$43.2K -992 -58%
UCB
671
United Community Bank
South Carolina
$29K
PAG
672
Paladin Advisory Group
Iowa
$27.8K
TIM
673
Tortoise Investment Management
New York
$24.1K
AIC
674
Archer Investment Corporation
Indiana
$23.1K
PA
675
Pineridge Advisors
Missouri
$22.6K +$87 +2 +0.4%