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Dimensional US Marketwide Value ETF

727 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 82 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: 683727 (+44)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
727
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
CI
676
CX Institutional
Indiana
$139K
JHCP
677
Jackson Hole Capital Partners
Oklahoma
$130K
PCFFS
678
Pacific Center for Financial Services
California
$127K
AFC
679
Ares Financial Consulting
California
$126K
LBC
680
Lowe Brockenbrough & Co
Virginia
$120K
FC
681
Financial Consulate
Maryland
$118K
HNB
682
Hilltop National Bank
Wyoming
$116K
FDCP
683
Foster Dykema Cabot & Partners
Massachusetts
$113K
AP
684
Aspect Partners
Virginia
$105K
CB
685
CNB Bank
Pennsylvania
$101K
TCA
686
Trifecta Capital Advisors
Illinois
$99.1K
JFG
687
JDM Financial Group
Texas
$88.4K
MCM
688
MV Capital Management
Maryland
$87K
ADL
689
Asset Dedication LLC
California
$80.9K
AIP
690
Ameritas Investment Partners
Nebraska
$74.6K
CMP
691
Coston McIsaac & Partners
Maine
$67K
TIM
692
Thompson Investment Management
Wisconsin
$65.4K
UBS AM
693
UBS AM
Illinois
$64.1K
RWS
694
Retirement Wealth Solutions
Wisconsin
$62.6K
Bessemer Group
695
Bessemer Group
New Jersey
$62K
ME
696
McIlrath & Eck
Washington
$59.9K
EWM
697
Evermay Wealth Management
Virginia
$59.4K
GWM
698
Geneos Wealth Management
Colorado
$57.4K
DJSG
699
D.J. St. Germain
Massachusetts
$56.5K
CFD
700
Creative Financial Designs
Indiana
$55.6K