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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
SA
151
Seneschal Advisors
Washington
$7.36M +$143K +3,280 +2%
AWMM
152
Aegis Wealth Management (Maryland)
Maryland
$7.33M -$432K -9,912 -6%
TCM
153
TruNorth Capital Management
Michigan
$7.31M -$9.97K -229 -0.1%
EWA
154
Exencial Wealth Advisors
Oklahoma
$7.19M -$33K -757 -0.5%
Bank of America
155
Bank of America
North Carolina
$7.12M +$37.1K +853 +0.5%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$7.12M +$2.57M +59,003 +59%
Truist Financial
157
Truist Financial
North Carolina
$6.86M +$829K +19,027 +14%
QCM
158
Quantinno Capital Management
New York
$6.86M +$3.67M +84,259 +122%
WA
159
Wealthstream Advisors
New York
$6.86M -$156K -3,588 -2%
JWA
160
JFS Wealth Advisors
Pennsylvania
$6.75M -$17.8K -408 -0.3%
KWA
161
Kondo Wealth Advisors
California
$6.54M -$137K -3,142 -2%
SIS
162
Strategic Investment Solutions
Illinois
$6.51M -$958K -21,986 -13%
CWM
163
CarsonAllaria Wealth Management
Illinois
$6.43M -$309K -7,098 -5%
CTWM
164
Cherry Tree Wealth Management
Minnesota
$6.38M -$300K -6,882 -5%
SC
165
Shearwater Capital
Colorado
$6.31M -$147K -3,369 -2%
WAM
166
WNY Asset Management
New York
$6.26M -$81.1K -1,863 -1%
EFP
167
EnRich Financial Partners
Wisconsin
$6.05M -$50.2K -1,152 -0.8%
NWM
168
Northwest Wealth Management
Iowa
$6.05M -$131K -3,011 -2%
FNBSF
169
First National Bank Sioux Falls
South Dakota
$6M
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$5.96M -$917K -21,054 -14%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$5.96M -$1.03M -23,613 -15%
GCA
172
Gradient Capital Advisors
California
$5.93M -$38.6K -887 -0.7%
CCM
173
Colorado Capital Management
Colorado
$5.9M -$18.6K -428 -0.3%
LG
174
LAM Group
Oregon
$5.82M +$218 +5 +0%
LFS
175
Lutz Financial Services
Nebraska
$5.72M -$119K -2,722 -2%