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Dimensional US Marketwide Value ETF

682 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, 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: $ → $

11.71% less ownership

Funds ownership: 89.07%77.36% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

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