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Dimensional US Marketwide Value ETF

726 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 81 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: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
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
JHCP
676
Jackson Hole Capital Partners
Oklahoma
$130K
PCFFS
677
Pacific Center for Financial Services
California
$127K
AFC
678
Ares Financial Consulting
California
$126K
LBC
679
Lowe Brockenbrough & Co
Virginia
$120K
FC
680
Financial Consulate
Maryland
$118K
HNB
681
Hilltop National Bank
Wyoming
$116K
FDCP
682
Foster Dykema Cabot & Partners
Massachusetts
$113K
AP
683
Aspect Partners
Virginia
$105K
CB
684
CNB Bank
Pennsylvania
$101K
TCA
685
Trifecta Capital Advisors
Illinois
$99.1K
JFG
686
JDM Financial Group
Texas
$88.4K
MCM
687
MV Capital Management
Maryland
$87K
ADL
688
Asset Dedication LLC
California
$80.9K
AIP
689
Ameritas Investment Partners
Nebraska
$74.6K
CMP
690
Coston McIsaac & Partners
Maine
$67K
TIM
691
Thompson Investment Management
Wisconsin
$65.4K
UBS AM
692
UBS AM
Illinois
$64.1K
RWS
693
Retirement Wealth Solutions
Wisconsin
$62.6K
Bessemer Group
694
Bessemer Group
New Jersey
$62K
ME
695
McIlrath & Eck
Washington
$59.9K
EWM
696
Evermay Wealth Management
Virginia
$59.4K
GWM
697
Geneos Wealth Management
Colorado
$57.4K
DJSG
698
D.J. St. Germain
Massachusetts
$56.5K
CFD
699
Creative Financial Designs
Indiana
$55.6K
AAP
700
Arax Advisory Partners
Colorado
$53.2K