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Dimensional US Marketwide Value ETF

683 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, 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: $ → $

11.68% less ownership

Funds ownership: 88.91%77.23% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
683
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
TIM
651
Thompson Investment Management
Wisconsin
$62.7K
RWS
652
Retirement Wealth Solutions
Wisconsin
$60K
Bessemer Group
653
Bessemer Group
New Jersey
$60K
ME
654
McIlrath & Eck
Washington
$57.4K
EWM
655
Evermay Wealth Management
Virginia
$57K
GWM
656
Geneos Wealth Management
Colorado
$55K
DJSG
657
D.J. St. Germain
Massachusetts
$54.2K
CFD
658
Creative Financial Designs
Indiana
$53.2K
PB
659
Pinnacle Bancorp
Nebraska
$47.4K
HWA
660
HHM Wealth Advisors
Tennessee
$45.5K
IRC
661
Investors Research Corp
Georgia
$42.6K
SFC
662
SYM Financial Corp
Indiana
$40K
GG
663
Gleason Group
Kentucky
$34.9K
CSB
664
City State Bank
Iowa
$33.2K
Qube Research & Technologies (QRT)
665
Qube Research & Technologies (QRT)
United Kingdom
$32.6K
UCB
666
United Community Bank
South Carolina
$29K
PAG
667
Paladin Advisory Group
Iowa
$27.8K
TIM
668
Tortoise Investment Management
New York
$24.1K
AIC
669
Archer Investment Corporation
Indiana
$23.1K
PA
670
Pineridge Advisors
Missouri
$22.6K
AF
671
Alerus Financial
North Dakota
$21.7K
IWP
672
IAG Wealth Partners
Wisconsin
$20.4K
SWIM
673
Smallwood Wealth Investment Management
New Jersey
$20K
SC
674
Steph & Co
Wisconsin
$19.9K
GWS
675
Glassman Wealth Services
Virginia
$17.3K