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Dimensional US Marketwide Value ETF

736 hedge funds and large institutions have $10.8B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 234 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

7% more funds holding

Funds holding: 687736 (+49)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 234

Holders
736
Holders Change
+49
Holders Change %
+7.13%
% of All Funds
8.96%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.38%
New
87
Increased
213
Reduced
234
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
651
Royal Fund Management
Florida
$219K +$213K +4,703 New
MMA
652
Miracle Mile Advisors
California
$219K +$213K +4,693 New
AIA
653
AssuredPartners Investment Advisors
Florida
$217K
LW
654
Lauer Wealth
Indiana
$216K
HW
655
HORAN Wealth
Ohio
$215K +$209K +4,611 New
MWM
656
Modern Wealth Management
Kansas
$214K
WCM
657
Wallace Capital Management
Texas
$213K
BNA
658
BankChampaign National Association
Illinois
$212K +$119K +2,623 New
SWP
659
Strategic Wealth Partners
Ohio
$212K
GPA
660
Guidance Point Advisors
Massachusetts
$211K +$726 +16 +0.4%
HWMC
661
Heritage Wealth Management (California)
California
$208K +$202K +4,459 New
CW
662
CreativeOne Wealth
Kansas
$208K +$202K +4,455 New
CA
663
Continuum Advisory
Idaho
$207K +$201K +4,441 New
AO
664
Advisor OS
Illinois
$204K -$4.76K -105 -2%
MA
665
MJP Associates
Connecticut
$204K -$4.76K -105 -2%
TF
666
Threadgill Financial
Texas
$203K +$198K +4,362 New
PIA
667
Perennial Investment Advisors
California
$203K +$197K +4,351 New
SWM
668
Sherman Wealth Management
Maryland
$202K +$197K +4,344 New
CWM
669
Centric Wealth Management
Illinois
$202K +$186K +4,093 New
AHC
670
Anderson Hoagland & Co
Missouri
$200K +$195K +4,303 New
LWM
671
Lodestone Wealth Management
Washington
$197K +$191K +4,219 New
ACA
672
American Capital Advisory
Idaho
$192K
SN
673
Sittner & Nelson
Oregon
$187K
DFA
674
DHJJ Financial Advisors
Illinois
$173K
HR
675
Howe & Rusling
New York
$171K