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Dimensional US Marketwide Value ETF

680 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, 200 increasing their positions, 237 reducing their positions, and 23 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: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
ME
651
McIlrath & Eck
Washington
$57.4K
EWM
652
Evermay Wealth Management
Virginia
$57K
GWM
653
Geneos Wealth Management
Colorado
$55K
DJSG
654
D.J. St. Germain
Massachusetts
$54.2K
CFD
655
Creative Financial Designs
Indiana
$53.2K
PB
656
Pinnacle Bancorp
Nebraska
$47.4K
HWA
657
HHM Wealth Advisors
Tennessee
$45.5K
IRC
658
Investors Research Corp
Georgia
$42.6K
SFC
659
SYM Financial Corp
Indiana
$40K
GG
660
Gleason Group
Kentucky
$34.9K
CSB
661
City State Bank
Iowa
$33.2K
Qube Research & Technologies (QRT)
662
Qube Research & Technologies (QRT)
United Kingdom
$32.6K
UCB
663
United Community Bank
South Carolina
$29K
PAG
664
Paladin Advisory Group
Iowa
$27.8K
TIM
665
Tortoise Investment Management
New York
$24.1K
AIC
666
Archer Investment Corporation
Indiana
$23.1K
PA
667
Pineridge Advisors
Missouri
$22.6K
AF
668
Alerus Financial
North Dakota
$21.7K
IWP
669
IAG Wealth Partners
Wisconsin
$20.4K
SWIM
670
Smallwood Wealth Investment Management
New Jersey
$20K
SC
671
Steph & Co
Wisconsin
$19.9K
GWS
672
Glassman Wealth Services
Virginia
$17.3K
TC
673
Truvestments Capital
Florida
$16.6K
SRCM
674
Signature Resources Capital Management
California
$16.4K
FGAM
675
Financial Gravity Asset Management
Texas
$15.6K