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Dimensional US Marketwide Value ETF

736 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 87 funds opening new positions, 213 increasing their positions, 234 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 23

19% more funds holding in top 10

Funds holding in top 10: 95113 (+18)

14% more capital invested

Capital invested by funds: $9.53B → $10.8B (+$1.31B)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

7% more funds holding

Funds holding: 687736 (+49)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 234

Holders
736
Holders Change
+49
Holders Change %
+7.13%
% of All Funds
8.96%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.38%
New
87
Increased
213
Reduced
234
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
726
Glassman Wealth Services
Virginia
$18.1K
TC
727
Truvestments Capital
Florida
$17.3K +$45 +1 +0.3%
SRCM
728
Signature Resources Capital Management
California
$17.1K
FGAM
729
Financial Gravity Asset Management
Texas
$16.3K
HIA
730
Harbor Investment Advisory
Maryland
$9.46K
SFG
731
Strive Financial Group
Indiana
$7.22K +$7.03K +155 New
QA
732
Quattro Advisors
Pennsylvania
$5.36K +$5.22K +115 New
AF
733
Abound Financial
California
$5.13K +$4.99K +110 New
TFGT
734
TS Financial Group (TSFG)
Illinois
$4K
MNA
735
Manning & Napier Advisors
New York
$1.07K
MI
736
Motiv8 Investments
Florida
$88 +$85.5K +1,885 New
TWP
737
Total Wealth Planning
Ohio
-$5.09M -113,917 Closed
BCA
738
Bay Colony Advisors
Massachusetts
-$2.48M -55,472 Closed
MPCL
739
My Personal CFO LLC
Washington
-$2.46M -55,093 Closed
Citadel Advisors
740
Citadel Advisors
Florida
-$1.49M -33,241 Closed
BJL
741
Brighton Jones LLC
Washington
-$1.24M -27,807 Closed
AFA
742
Arlington Financial Advisors
California
-$800K -17,905 Closed
CWM
743
Cherrydale Wealth Management
New Jersey
-$795K -17,798 Closed
LWM
744
Liberty Wealth Management
California
-$482K -10,787 Closed
SW
745
SteelPeak Wealth
California
-$428K -9,582 Closed
BIM
746
Bridges Investment Management
Nebraska
-$393K -8,794 Closed
GKWIM
747
Gerber Kawasaki Wealth & Investment Management
California
-$389K -8,704 Closed
CSIC
748
Clifford Swan Investment Counsel
California
-$382K -8,538 Closed
PPWM
749
PFG Private Wealth Management
Florida
-$345K -7,726 Closed
T
750
Tableaux
Massachusetts
-$269K -6,016 Closed