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Dimensional US Marketwide Value ETF

726 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 81 funds opening new positions, 211 increasing their positions, 234 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more funds holding

Funds holding: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
GPA
651
Guidance Point Advisors
Massachusetts
$211K
HWMC
652
Heritage Wealth Management (California)
California
$208K
CW
653
CreativeOne Wealth
Kansas
$208K
CA
654
Continuum Advisory
Idaho
$207K
MA
655
MJP Associates
Connecticut
$204K
AO
656
Advisor OS
Illinois
$204K
TF
657
Threadgill Financial
Texas
$203K
PIA
658
Perennial Investment Advisors
California
$203K
SWM
659
Sherman Wealth Management
Maryland
$202K
CWM
660
Centric Wealth Management
Illinois
$202K
AHC
661
Anderson Hoagland & Co
Missouri
$200K
LWM
662
Lodestone Wealth Management
Washington
$197K
ACA
663
American Capital Advisory
Idaho
$192K
SN
664
Sittner & Nelson
Oregon
$187K
DFA
665
DHJJ Financial Advisors
Illinois
$173K
HR
666
Howe & Rusling
New York
$171K
GWM
667
Grand Wealth Management
Michigan
$167K
AF
668
Advisornet Financial
Minnesota
$167K
Russell Investments Group
669
Russell Investments Group
United Kingdom
$164K
KFAS
670
Keating Financial Advisory Services
Kansas
$159K
SIS
671
Sound Income Strategies
Florida
$156K
HFS
672
Hantz Financial Services
Michigan
$156K
AWM
673
Abound Wealth Management
Tennessee
$154K
WTC
674
WhitTier Trust Company
Nevada
$140K
CI
675
CX Institutional
Indiana
$139K