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Dimensional US Marketwide Value ETF

683 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 201 increasing their positions, 237 reducing their positions, and 22 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: $ → $

11.68% less ownership

Funds ownership: 88.91%77.23% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
683
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
TC
676
Truvestments Capital
Florida
$16.6K
SRCM
677
Signature Resources Capital Management
California
$16.4K
FGAM
678
Financial Gravity Asset Management
Texas
$15.6K
FFO
679
Fortitude Family Office
Arizona
$11.9K
HIA
680
Harbor Investment Advisory
Maryland
$9.07K
KA
681
Kozak & Associates
Colorado
$8.78K
TFGT
682
TS Financial Group (TSFG)
Illinois
$4K
MNA
683
Manning & Napier Advisors
New York
$1.03K
VWA
684
VSM Wealth Advisory
Maryland
FPCP
685
Fort Point Capital Partners
California
CPSAC
686
Chas P. Smith & Associates (CPS)
Florida
ACM
687
Absolute Capital Management
Pennsylvania
SWGC
688
Summit Wealth Group (Colorado)
Colorado
NFW
689
Noble Family Wealth
Florida
Renaissance Technologies
690
Renaissance Technologies
New York
DWM
691
Destination Wealth Management
California
KCM
692
KM Capital Management
Texas
TCA
693
Transcend Capital Advisors
New Jersey
AHC
694
Anderson Hoagland & Co
Missouri
PRS
695
Pinkerton Retirement Specialists
Idaho
SC
696
SouthState Corp
Florida
BAM
697
Bellevue Asset Management
Washington
BIG
698
Brooklyn Investment Group
New York
GWANC
699
Guardian Wealth Advisors (North Carolina)
North Carolina
AAP
700
Arax Advisory Partners
Colorado