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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
PB
701
Pinnacle Bancorp
Nebraska
$49.4K
HWA
702
HHM Wealth Advisors
Tennessee
$47.5K
VWA
703
VSM Wealth Advisory
Maryland
$46.6K
IRC
704
Investors Research Corp
Georgia
$44.4K
SFC
705
SYM Financial Corp
Indiana
$41.7K
CSB
706
City State Bank
Iowa
$34.7K
UCB
707
United Community Bank
South Carolina
$30.2K
GG
708
Gleason Group
Kentucky
$29.1K
PAG
709
Paladin Advisory Group
Iowa
$28.9K
RIL
710
Rothschild Investment LLC
Illinois
$27.2K
AIC
711
Archer Investment Corporation
Indiana
$24.1K
AF
712
Alerus Financial
North Dakota
$22.6K
IWP
713
IAG Wealth Partners
Wisconsin
$21.2K
SWIM
714
Smallwood Wealth Investment Management
New Jersey
$20.9K
SC
715
Steph & Co
Wisconsin
$20.8K
GWS
716
Glassman Wealth Services
Virginia
$18.1K
TC
717
Truvestments Capital
Florida
$17.3K
SRCM
718
Signature Resources Capital Management
California
$17.1K
FGAM
719
Financial Gravity Asset Management
Texas
$16.3K
HIA
720
Harbor Investment Advisory
Maryland
$9.46K
SFG
721
Strive Financial Group
Indiana
$7.22K
QA
722
Quattro Advisors
Pennsylvania
$5.36K
AF
723
Abound Financial
California
$5.13K
TFGT
724
TS Financial Group (TSFG)
Illinois
$4K
MNA
725
Manning & Napier Advisors
New York
$1.07K