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Dimensional US Marketwide Value ETF

688 hedge funds and large institutions have $9.53B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 237 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

2% more funds holding

Funds holding: 674688 (+14)

7% less funds holding in top 10

Funds holding in top 10: 10295 (-7)

7% less capital invested

Capital invested by funds: $10.3B → $9.53B (-$758M)

11.68% less ownership

Funds ownership: 88.93%77.24% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 237

Holders
688
Holders Change
+14
Holders Change %
+2.08%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.25%
New
51
Increased
204
Reduced
237
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
126
Bridgewater Advisors
New York
$11.5M +$36.4K +835 +0.3%
KAS
127
Kestra Advisory Services
Texas
$11M -$445K -10,223 -4%
VPWA
128
Vestia Personal Wealth Advisors
Indiana
$10.9M +$439K +10,082 +4%
IAG
129
Investmark Advisory Group
Connecticut
$10.7M -$10.1M -231,856 -49%
Wells Fargo
130
Wells Fargo
California
$10.4M +$717K +16,475 +8%
RFA
131
RTD Financial Advisors
Pennsylvania
$10.3M -$483K -11,097 -5%
AFG
132
Atomi Financial Group
New York
$10.2M -$696K -15,976 -7%
JWM
133
JDH Wealth Management
California
$10.1M -$99.6K -2,287 -1%
MCM
134
MAI Capital Management
Ohio
$9.91M +$43.8K +1,005 +0.5%
CWMA
135
Capstone Wealth Management (Alabama)
Alabama
$9.6M +$196K +4,501 +2%
BH
136
Burk Holdings
Oklahoma
$9.46M +$350K +8,033 +4%
TFA
137
Tobias Financial Advisors
Florida
$9.38M -$6.88K -158 -0.1%
RLWM
138
RF&L Wealth Management
Massachusetts
$9.28M +$67.9K +1,560 +0.8%
VCM
139
Versant Capital Management
Arizona
$9.21M -$103K -2,372 -1%
WANY
140
Wealthspire Advisors (New York)
New York
$9.12M -$91K -2,090 -1%
LFA
141
Level Financial Advisors
New York
$8.84M -$80.5K -1,848 -0.9%
PCM
142
Peirce Capital Management
Texas
$8.74M +$396K +9,082 +5%
WRPWM
143
Werba Rubin Papier Wealth Management
California
$8.36M -$18.2K -417 -0.2%
FH
144
Financial Harvest
Florida
$8.09M -$203K -4,650 -3%
SCA
145
Strathmore Capital Advisors
North Carolina
$7.81M -$118K -2,702 -2%
EWA
146
EverSource Wealth Advisors
Alabama
$7.63M -$130K -2,987 -2%
SFC
147
Sprinkle Financial Consultants
Colorado
$7.59M +$7.01K +161 +0.1%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$7.51M +$938K +21,548 +15%
VWA
149
Visionary Wealth Advisors
Illinois
$7.49M +$1.83M +41,967 +33%
AWM
150
Ariadne Wealth Management
California
$7.4M -$131K -3,011 -2%