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Dimensional US Marketwide Value ETF

674 hedge funds and large institutions have $9.5B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 22 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: $ → $

12.07% less ownership

Funds ownership: 89.09%77.02% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

Holders
674
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
CWS
101
Confluence Wealth Services
Pennsylvania
$14.8M
NWM
102
Navigoe Wealth Management
California
$14.6M
LFG
103
Larson Financial Group
Missouri
$14.6M
PS
104
Pinney & Scofield
Massachusetts
$14.5M
FSWA
105
Financial Synergies Wealth Advisors
Texas
$14.4M
SWM
106
Spire Wealth Management
Virginia
$14.1M
JP Morgan Chase
107
JP Morgan Chase
New York
$14.1M
AUB
108
Atlantic Union Bankshares
Virginia
$13.9M
BTWM
109
Baker Tilly Wealth Management
Wisconsin
$13.9M
AQR Capital Management
110
AQR Capital Management
Connecticut
$13.9M
ALWM
111
Andrews Lucia Wealth Management
California
$13.6M
DPI
112
Diversified Portfolios Inc
Michigan
$13.4M
GLLW
113
Graves Light Lenhart Wealth
Virginia
$13.1M
AFG
114
Altiora Financial Group
Ohio
$13.1M
SWG
115
Summit Wealth Group
Vermont
$13.1M
SAI
116
Savvy Advisors Inc
New York
$13.1M
SWM
117
Sterling Wealth Management
Illinois
$13M
SIMC
118
Squire Investment Management Company
Utah
$12.8M
Osaic Holdings
119
Osaic Holdings
Arizona
$12.8M
NDWM
120
New Dimensions Wealth Management
Texas
$12.7M
Morgan Stanley
121
Morgan Stanley
New York
$12.5M
BW
122
BIP Wealth
Georgia
$12.5M
AA
123
Addison Advisors
Vermont
$12.1M
LFA
124
Lauterbach Financial Advisors
Texas
$11.7M
BA
125
Bridgewater Advisors
New York
$11.5M