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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
BAM
76
Bayshore Asset Management
Florida
$23.9M
1WM
77
1900 Wealth Management
Texas
$23.9M
BFA
78
Benningfield Financial Advisors
California
$23.5M
AIS
79
American Investment Services
Massachusetts
$22.6M
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$22.6M
VT
81
Vise Technologies
New York
$22.5M
MG
82
Mather Group
Illinois
$22.5M
PMIM
83
Prudent Man Investment Management
Colorado
$22.4M
FFA
84
Farther Finance Advisors
California
$22.3M
Stifel Financial
85
Stifel Financial
Missouri
$22.1M
LFGO
86
Legacy Financial Group (Oklahoma)
Oklahoma
$22M
RCI
87
RS Crum Inc
California
$21.8M
KA
88
Kooman & Associates
Pennsylvania
$21.8M
DPW
89
DiNuzzo Private Wealth
Pennsylvania
$21.7M
SFA
90
Sequoia Financial Advisors
Ohio
$21M
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$20.9M
BBNB
92
Baker Boyer National Bank
Washington
$20.7M
DWM
93
Dopkins Wealth Management
New York
$19.9M
Financial Engines Advisors
94
Financial Engines Advisors
California
$19.2M
CA
95
Claris Advisors
Missouri
$18.6M
GFA
96
Grunden Financial Advisory
Texas
$18.5M
JWS
97
Juncture Wealth Strategies
Arizona
$18.3M
AQR Capital Management
98
AQR Capital Management
Connecticut
$17.9M
UBS Group
99
UBS Group
Switzerland
$17.6M
CWS
100
Confluence Wealth Services
Pennsylvania
$16.7M