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Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
AF
51
Allworth Financial
California
$32.4M
AL
52
Aspiriant LLC
California
$32.4M
WA
53
Wealth Architects
California
$31.9M
WMN
54
Wealth Management Nebraska
Nebraska
$31.9M
MWM
55
McMill Wealth Management
Nebraska
$31.9M
IWC
56
Integrated Wealth Concepts
Massachusetts
$31.9M
Mariner
57
Mariner
Kansas
$31.7M
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$31.4M
HWMT
59
Heritage Wealth Management (Texas)
Texas
$30.3M
MAM
60
McLean Asset Management
Virginia
$28.5M
SP
61
Symmetry Partners
Connecticut
$28.1M
RIM
62
RW Investment Management
Idaho
$27.5M
MWM
63
Mission Wealth Management
California
$26.8M
SWA
64
ShankerValleau Wealth Advisors
Illinois
$26.3M
PFG
65
Premier Financial Group
California
$26.1M
MWM
66
Meritas Wealth Management
California
$25.9M
MG
67
Mather Group
Illinois
$25.5M
MFT
68
Moisand Fitzgerald Tamayo
Florida
$25.3M
TWP
69
TFO Wealth Partners
Ohio
$24.8M
LI
70
LRI Investments
Florida
$24.5M
W
71
WPWealth
Texas
$24M
W
72
WorthPointe
California
$23.9M
CPA
73
Capital Performance Advisors
California
$23.8M
1WM
74
1900 Wealth Management
Texas
$23.3M
BAM
75
Bayshore Asset Management
Florida
$22.6M