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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
MI
726
Motiv8 Investments
Florida
$88
TWP
727
Total Wealth Planning
Ohio
BCA
728
Bay Colony Advisors
Massachusetts
MPCL
729
My Personal CFO LLC
Washington
Citadel Advisors
730
Citadel Advisors
Florida
BJL
731
Brighton Jones LLC
Washington
AFA
732
Arlington Financial Advisors
California
CWM
733
Cherrydale Wealth Management
New Jersey
LWM
734
Liberty Wealth Management
California
SW
735
SteelPeak Wealth
California
BIM
736
Bridges Investment Management
Nebraska
GKWIM
737
Gerber Kawasaki Wealth & Investment Management
California
CSIC
738
Clifford Swan Investment Counsel
California
PPWM
739
PFG Private Wealth Management
Florida
T
740
Tableaux
Massachusetts
Goldman Sachs
741
Goldman Sachs
New York
HIGP
742
Hill Investment Group Partners
Missouri
JWM
743
JPL Wealth Management
Colorado
AAS
744
Ameritas Advisory Services
Nebraska
IWA
745
Icon Wealth Advisors
Texas
CSC
746
Caldwell Sutter Capital
California
TIM
747
Tortoise Investment Management
New York
FFO
748
Fortitude Family Office
Arizona
KA
749
Kozak & Associates
Colorado