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Dimensional US Marketwide Value ETF

737 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 87 funds opening new positions, 213 increasing their positions, 235 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7% more funds holding

Funds holding: 687737 (+50)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
8.97%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
87
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
676
Medallion Wealth Advisors
Connecticut
$170K +$11.1K +245 +7%
GWM
677
Grand Wealth Management
Michigan
$167K
AF
678
Advisornet Financial
Minnesota
$167K +$499 +11 +0.3%
Russell Investments Group
679
Russell Investments Group
United Kingdom
$164K -$139K -3,063 -47%
KFAS
680
Keating Financial Advisory Services
Kansas
$159K +$155K +3,418 New
SIS
681
Sound Income Strategies
Florida
$156K
HFS
682
Hantz Financial Services
Michigan
$156K
AWM
683
Abound Wealth Management
Tennessee
$154K +$37.6K +829 +33%
WTC
684
WhitTier Trust Company
Nevada
$140K
CI
685
CX Institutional
Indiana
$139K +$499 +11 +0.4%
JHCP
686
Jackson Hole Capital Partners
Oklahoma
$130K +$408 +9 +0.3%
PCFFS
687
Pacific Center for Financial Services
California
$127K
AFC
688
Ares Financial Consulting
California
$126K +$123K +2,712 New
LBC
689
Lowe Brockenbrough & Co
Virginia
$120K -$91 -2 -0.1%
FC
690
Financial Consulate
Maryland
$118K
HNB
691
Hilltop National Bank
Wyoming
$116K
FDCP
692
Foster Dykema Cabot & Partners
Massachusetts
$113K -$5.04K -111 -4%
AP
693
Aspect Partners
Virginia
$105K
CB
694
CNB Bank
Pennsylvania
$101K
TCA
695
Trifecta Capital Advisors
Illinois
$99.1K
KPP
696
Kings Path Partners
Texas
$93.8K -$4.67K -103 -5%
JFG
697
JDM Financial Group
Texas
$88.4K
MCM
698
MV Capital Management
Maryland
$87K
ADL
699
Asset Dedication LLC
California
$80.9K +$272 +6 +0.3%
AIP
700
Ameritas Investment Partners
Nebraska
$74.6K -$2K -44 -3%