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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
CSB
701
City State Bank
Iowa
$34.7K
UCB
702
United Community Bank
South Carolina
$30.2K
GG
703
Gleason Group
Kentucky
$29.1K
PAG
704
Paladin Advisory Group
Iowa
$28.9K
RIL
705
Rothschild Investment LLC
Illinois
$27.2K
AIC
706
Archer Investment Corporation
Indiana
$24.1K
AF
707
Alerus Financial
North Dakota
$22.6K
IWP
708
IAG Wealth Partners
Wisconsin
$21.2K
SWIM
709
Smallwood Wealth Investment Management
New Jersey
$20.9K
SC
710
Steph & Co
Wisconsin
$20.8K
GWS
711
Glassman Wealth Services
Virginia
$18.1K
TC
712
Truvestments Capital
Florida
$17.3K
SRCM
713
Signature Resources Capital Management
California
$17.1K
FGAM
714
Financial Gravity Asset Management
Texas
$16.3K
HIA
715
Harbor Investment Advisory
Maryland
$9.46K
SFG
716
Strive Financial Group
Indiana
$7.22K
QA
717
Quattro Advisors
Pennsylvania
$5.36K
AF
718
Abound Financial
California
$5.13K
TFGT
719
TS Financial Group (TSFG)
Illinois
$4K
MNA
720
Manning & Napier Advisors
New York
$1.07K
MI
721
Motiv8 Investments
Florida
$88
TWP
722
Total Wealth Planning
Ohio
BCA
723
Bay Colony Advisors
Massachusetts
MPCL
724
My Personal CFO LLC
Washington
Citadel Advisors
725
Citadel Advisors
Florida