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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
HNB
676
Hilltop National Bank
Wyoming
$116K
FDCP
677
Foster Dykema Cabot & Partners
Massachusetts
$113K
AP
678
Aspect Partners
Virginia
$105K
CB
679
CNB Bank
Pennsylvania
$101K
TCA
680
Trifecta Capital Advisors
Illinois
$99.1K
JFG
681
JDM Financial Group
Texas
$88.4K
MCM
682
MV Capital Management
Maryland
$87K
ADL
683
Asset Dedication LLC
California
$80.9K
AIP
684
Ameritas Investment Partners
Nebraska
$74.6K
CMP
685
Coston McIsaac & Partners
Maine
$67K
TIM
686
Thompson Investment Management
Wisconsin
$65.4K
UBS AM
687
UBS AM
Illinois
$64.1K
RWS
688
Retirement Wealth Solutions
Wisconsin
$62.6K
Bessemer Group
689
Bessemer Group
New Jersey
$62K
ME
690
McIlrath & Eck
Washington
$59.9K
EWM
691
Evermay Wealth Management
Virginia
$59.4K
GWM
692
Geneos Wealth Management
Colorado
$57.4K
DJSG
693
D.J. St. Germain
Massachusetts
$56.5K
CFD
694
Creative Financial Designs
Indiana
$55.6K
AAP
695
Arax Advisory Partners
Colorado
$53.2K
PB
696
Pinnacle Bancorp
Nebraska
$49.4K
HWA
697
HHM Wealth Advisors
Tennessee
$47.5K
VWA
698
VSM Wealth Advisory
Maryland
$46.6K
IRC
699
Investors Research Corp
Georgia
$44.4K
SFC
700
SYM Financial Corp
Indiana
$41.7K