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Dimensional US Marketwide Value ETF

727 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 82 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: 683727 (+44)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
727
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
AAP
701
Arax Advisory Partners
Colorado
$53.2K
PB
702
Pinnacle Bancorp
Nebraska
$49.4K
HWA
703
HHM Wealth Advisors
Tennessee
$47.5K
VWA
704
VSM Wealth Advisory
Maryland
$46.6K
IRC
705
Investors Research Corp
Georgia
$44.4K
SFC
706
SYM Financial Corp
Indiana
$41.7K
CSB
707
City State Bank
Iowa
$34.7K
UCB
708
United Community Bank
South Carolina
$30.2K
GG
709
Gleason Group
Kentucky
$29.1K
PAG
710
Paladin Advisory Group
Iowa
$28.9K
RIL
711
Rothschild Investment LLC
Illinois
$27.2K
AIC
712
Archer Investment Corporation
Indiana
$24.1K
AF
713
Alerus Financial
North Dakota
$22.6K
IWP
714
IAG Wealth Partners
Wisconsin
$21.2K
SWIM
715
Smallwood Wealth Investment Management
New Jersey
$20.9K
SC
716
Steph & Co
Wisconsin
$20.8K
GWS
717
Glassman Wealth Services
Virginia
$18.1K
TC
718
Truvestments Capital
Florida
$17.3K
SRCM
719
Signature Resources Capital Management
California
$17.1K
FGAM
720
Financial Gravity Asset Management
Texas
$16.3K
HIA
721
Harbor Investment Advisory
Maryland
$9.46K
SFG
722
Strive Financial Group
Indiana
$7.22K
QA
723
Quattro Advisors
Pennsylvania
$5.36K
AF
724
Abound Financial
California
$5.13K
TFGT
725
TS Financial Group (TSFG)
Illinois
$4K