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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
AWM
151
Aegis Wealth Management
Maryland
$7.33M
TCM
152
TruNorth Capital Management
Michigan
$7.31M
EWA
153
Exencial Wealth Advisors
Oklahoma
$7.19M
Bank of America
154
Bank of America
North Carolina
$7.12M
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$7.12M
Truist Financial
156
Truist Financial
North Carolina
$6.86M
QCM
157
Quantinno Capital Management
New York
$6.86M
WA
158
Wealthstream Advisors
New York
$6.86M
JWA
159
JFS Wealth Advisors
Pennsylvania
$6.75M
KWA
160
Kondo Wealth Advisors
California
$6.54M
CWM
161
CarsonAllaria Wealth Management
Illinois
$6.43M
CTWM
162
Cherry Tree Wealth Management
Minnesota
$6.38M
SC
163
Shearwater Capital
Colorado
$6.31M
WAM
164
WNY Asset Management
New York
$6.26M
EFP
165
EnRich Financial Partners
Wisconsin
$6.05M
NWM
166
Northwest Wealth Management
Iowa
$6.05M
FNBSF
167
First National Bank Sioux Falls
South Dakota
$6M
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$5.96M
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$5.96M
GCA
170
Gradient Capital Advisors
California
$5.93M
CCM
171
Colorado Capital Management
Colorado
$5.9M
LG
172
LAM Group
Oregon
$5.82M
LFS
173
Lutz Financial Services
Nebraska
$5.72M
BIG
174
Builder Investment Group
Georgia
$5.69M
AWP
175
Abacus Wealth Partners
California
$5.69M