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Dimensional US Marketwide Value ETF

680 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
SA
151
Seneschal Advisors
Washington
$7.36M
AWM
152
Aegis Wealth Management
Maryland
$7.33M
TCM
153
TruNorth Capital Management
Michigan
$7.31M
EWA
154
Exencial Wealth Advisors
Oklahoma
$7.19M
Bank of America
155
Bank of America
North Carolina
$7.12M
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$7.12M
Truist Financial
157
Truist Financial
North Carolina
$6.86M
QCM
158
Quantinno Capital Management
New York
$6.86M
WA
159
Wealthstream Advisors
New York
$6.86M
JWA
160
JFS Wealth Advisors
Pennsylvania
$6.75M
KWA
161
Kondo Wealth Advisors
California
$6.54M
SIS
162
Strategic Investment Solutions
Illinois
$6.51M
CWM
163
CarsonAllaria Wealth Management
Illinois
$6.43M
CTWM
164
Cherry Tree Wealth Management
Minnesota
$6.38M
SC
165
Shearwater Capital
Colorado
$6.31M
WAM
166
WNY Asset Management
New York
$6.26M
EFP
167
EnRich Financial Partners
Wisconsin
$6.05M
NWM
168
Northwest Wealth Management
Iowa
$6.05M
FNBSF
169
First National Bank Sioux Falls
South Dakota
$6M
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$5.96M
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$5.96M
GCA
172
Gradient Capital Advisors
California
$5.93M
CCM
173
Colorado Capital Management
Colorado
$5.9M
LG
174
LAM Group
Oregon
$5.82M
LFS
175
Lutz Financial Services
Nebraska
$5.72M