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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
MWM
101
McMill Wealth Management
Nebraska
$16.4M -$16.4M -361,365 -51%
PFA
102
Pillar Financial Advisors
Kentucky
$15.8M -$551K -12,153 -3%
MFWP
103
Mosaic Family Wealth Partners
Missouri
$15.7M -$209K -4,602 -1%
RWM
104
Ruedi Wealth Management
Illinois
$15.5M -$782K -17,231 -5%
AAM
105
Austin Asset Management
Texas
$15.4M -$68.1K -1,501 -0.5%
OIA
106
OneDigital Investment Advisors
Kansas
$15.3M -$613K -13,504 -4%
GLLW
107
Graves Light Lenhart Wealth
Virginia
$15.1M +$1.39M +30,687 +10%
FSWA
108
Financial Synergies Wealth Advisors
Texas
$15.1M +$127K +2,811 +0.9%
LFG
109
Larson Financial Group
Missouri
$15M -$243K -5,356 -2%
PS
110
Pinney & Scofield
Massachusetts
$14.9M -$269K -5,922 -2%
SWM
111
Spire Wealth Management
Virginia
$14.9M +$197K +4,334 +1%
NWM
112
Navigoe Wealth Management
California
$14.8M -$412K -9,077 -3%
Osaic Holdings
113
Osaic Holdings
Arizona
$14.8M +$1.39M +30,589 +11%
JP Morgan Chase
114
JP Morgan Chase
New York
$14.3M -$312K -6,889 -2%
AUB
115
Atlantic Union Bankshares
Virginia
$14.2M -$231K -5,099 -2%
SWG
116
Summit Wealth Group
Vermont
$14M +$353K +7,793 +3%
DPI
117
Diversified Portfolios Inc
Michigan
$14M -$50.8K -1,121 -0.4%
SAI
118
Savvy Advisors Inc
New York
$13.8M +$182K +4,017 +1%
SIMC
119
Squire Investment Management Company
Utah
$13.8M +$395K +8,719 +3%
PFS
120
Professional Financial Solutions
Virginia
$13.7M +$13.3M +294,258 New
Morgan Stanley
121
Morgan Stanley
New York
$13.5M +$470K +10,356 +4%
SWM
122
Sterling Wealth Management
Illinois
$13.4M -$193K -4,265 -1%
BW
123
BIP Wealth
Georgia
$13.3M +$325K +7,162 +3%
DAS
124
Dynamic Advisor Solutions
Arizona
$13.3M -$4.24M -93,578 -25%
NDWM
125
New Dimensions Wealth Management
Texas
$13M -$236K -5,193 -2%