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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
KAS
126
Kestra Advisory Services
Texas
$11M
VPWA
127
Vestia Personal Wealth Advisors
Indiana
$10.9M
IAG
128
Investmark Advisory Group
Connecticut
$10.7M
Wells Fargo
129
Wells Fargo
California
$10.4M
RFA
130
RTD Financial Advisors
Pennsylvania
$10.3M
AFG
131
Atomi Financial Group
New York
$10.2M
JWM
132
JDH Wealth Management
California
$10.1M
MCM
133
MAI Capital Management
Ohio
$9.91M
CWMA
134
Capstone Wealth Management (Alabama)
Alabama
$9.6M
BH
135
Burk Holdings
Oklahoma
$9.46M
TFA
136
Tobias Financial Advisors
Florida
$9.38M
RLWM
137
RF&L Wealth Management
Massachusetts
$9.28M
VCM
138
Versant Capital Management
Arizona
$9.21M
WANY
139
Wealthspire Advisors (New York)
New York
$9.12M
LFA
140
Level Financial Advisors
New York
$8.84M
PCM
141
Peirce Capital Management
Texas
$8.74M
WRPWM
142
Werba Rubin Papier Wealth Management
California
$8.36M
FH
143
Financial Harvest
Florida
$8.09M
SCA
144
Strathmore Capital Advisors
North Carolina
$7.81M
EWA
145
EverSource Wealth Advisors
Alabama
$7.63M
SFC
146
Sprinkle Financial Consultants
Colorado
$7.59M
Jones Financial Companies
147
Jones Financial Companies
Missouri
$7.51M
VWA
148
Visionary Wealth Advisors
Illinois
$7.49M
AWM
149
Ariadne Wealth Management
California
$7.4M
SA
150
Seneschal Advisors
Washington
$7.36M