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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
VWA
151
Visionary Wealth Advisors
Illinois
$8.86M
WRPWM
152
Werba Rubin Papier Wealth Management
California
$8.69M
AFG
153
Atomi Financial Group
New York
$8.64M
EWA
154
EverSource Wealth Advisors
Alabama
$8.4M
FH
155
Financial Harvest
Florida
$8.39M
Bank of America
156
Bank of America
North Carolina
$8.35M
AWM
157
Ariadne Wealth Management
California
$8.14M
SCA
158
Strathmore Capital Advisors
North Carolina
$7.84M
BAM
159
Belleair Asset Management
Florida
$7.83M
SFC
160
Sprinkle Financial Consultants
Colorado
$7.76M
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$7.73M
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$7.71M
TCM
163
TruNorth Capital Management
Michigan
$7.62M
SA
164
Seneschal Advisors
Washington
$7.53M
EWA
165
Exencial Wealth Advisors
Oklahoma
$7.47M
JWA
166
JFS Wealth Advisors
Pennsylvania
$7.16M
Truist Financial
167
Truist Financial
North Carolina
$7.15M
LFS
168
Lutz Financial Services
Nebraska
$7.08M
AWMM
169
Aegis Wealth Management (Maryland)
Maryland
$6.85M
KWA
170
Kondo Wealth Advisors
California
$6.8M
CWM
171
CarsonAllaria Wealth Management
Illinois
$6.61M
NWM
172
Northwest Wealth Management
Iowa
$6.4M
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$6.33M
SC
174
Shearwater Capital
Colorado
$6.26M
FNBSF
175
First National Bank Sioux Falls
South Dakota
$6.25M