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Dimensional US Marketwide Value ETF

680 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, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

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