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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
AFG
126
Altiora Financial Group
Ohio
$13M
AA
127
Addison Advisors
Vermont
$12.8M
BA
128
Bridgewater Advisors
New York
$12.6M
QCM
129
Quantinno Capital Management
New York
$12.5M
SCM
130
SB Capital Management
California
$12.3M
LFA
131
Lauterbach Financial Advisors
Texas
$12.1M
EWA
132
EP Wealth Advisors
California
$12.1M
ALWM
133
Andrews Lucia Wealth Management
California
$12.1M
VPWA
134
Vestia Personal Wealth Advisors
Indiana
$12M
Wells Fargo
135
Wells Fargo
California
$11.5M
IAG
136
Investmark Advisory Group
Connecticut
$10.9M
KAS
137
Kestra Advisory Services
Texas
$10.8M
RFA
138
RTD Financial Advisors
Pennsylvania
$10.7M
JWM
139
JDH Wealth Management
California
$10.4M
BH
140
Burk Holdings
Oklahoma
$10.1M
CWMA
141
Capstone Wealth Management (Alabama)
Alabama
$9.94M
TFA
142
Tobias Financial Advisors
Florida
$9.77M
VCM
143
Versant Capital Management
Arizona
$9.54M
RLWM
144
RF&L Wealth Management
Massachusetts
$9.53M
GA
145
Greenspring Advisors
Maryland
$9.5M
Jones Financial Companies
146
Jones Financial Companies
Missouri
$9.2M
PCM
147
Peirce Capital Management
Texas
$9.17M
MCM
148
MAI Capital Management
Ohio
$9.17M
LFA
149
Level Financial Advisors
New York
$9.08M
WANY
150
Wealthspire Advisors (New York)
New York
$8.98M