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Dimensional US Marketwide Value ETF

737 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, 235 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% more funds holding

Funds holding: 687737 (+50)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
8.97%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
87
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
126
Altiora Financial Group
Ohio
$13M -$667K -14,706 -5%
AA
127
Addison Advisors
Vermont
$12.8M +$204K +4,491 +2%
BA
128
Bridgewater Advisors
New York
$12.6M -$33.4K -737 -0.3%
QCM
129
Quantinno Capital Management
New York
$12.5M +$5.17M +114,034 +74%
FF
130
Frankly Finances
Florida
$12.4M +$12.1M +265,830 New
SCM
131
SB Capital Management
California
$12.3M +$12M +264,597 New
LFA
132
Lauterbach Financial Advisors
Texas
$12.1M +$1.68K +37 +0%
EWA
133
EP Wealth Advisors
California
$12.1M +$11.8M +259,781 New
ALWM
134
Andrews Lucia Wealth Management
California
$12.1M -$2M -44,195 -15%
VPWA
135
Vestia Personal Wealth Advisors
Indiana
$12M +$73.9K +1,629 +0.7%
Wells Fargo
136
Wells Fargo
California
$11.5M +$591K +13,022 +6%
IAG
137
Investmark Advisory Group
Connecticut
$10.9M -$190K -4,200 -2%
KAS
138
Kestra Advisory Services
Texas
$10.8M -$645K -14,218 -6%
RFA
139
RTD Financial Advisors
Pennsylvania
$10.7M -$51.2K -1,128 -0.5%
JWM
140
JDH Wealth Management
California
$10.4M -$62K -1,367 -0.6%
BH
141
Burk Holdings
Oklahoma
$10.1M +$242K +5,338 +3%
CWMA
142
Capstone Wealth Management (Alabama)
Alabama
$9.94M -$73.5K -1,620 -0.8%
TFA
143
Tobias Financial Advisors
Florida
$9.77M -$13.1K -288 -0.1%
VCM
144
Versant Capital Management
Arizona
$9.54M -$59.2K -1,305 -0.6%
RLWM
145
RF&L Wealth Management
Massachusetts
$9.53M -$140K -3,095 -1%
GA
146
Greenspring Advisors
Maryland
$9.5M +$7.81M +172,290 +547%
Jones Financial Companies
147
Jones Financial Companies
Missouri
$9.2M +$1.32M +29,156 +17%
PCM
148
Peirce Capital Management
Texas
$9.17M +$51.4K +1,133 +0.6%
MCM
149
MAI Capital Management
Ohio
$9.17M -$1.13M -24,926 -11%
LFA
150
Level Financial Advisors
New York
$9.08M -$135K -2,982 -2%