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Dimensional US Marketwide Value ETF

736 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, 234 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)

7.24% more ownership

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

7% more funds holding

Funds holding: 687736 (+49)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 234

Holders
736
Holders Change
+49
Holders Change %
+7.13%
% of All Funds
8.96%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.38%
New
87
Increased
213
Reduced
234
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$8.98M -$519K -11,445 -6%
VWA
152
Visionary Wealth Advisors
Illinois
$8.86M +$1.02M +22,546 +13%
WRPWM
153
Werba Rubin Papier Wealth Management
California
$8.69M -$23K -506 -0.3%
AFG
154
Atomi Financial Group
New York
$8.64M -$1.93M -42,564 -19%
WA
155
Walsh & Associates
Florida
$8.44M +$8.21M +181,107 New
EWA
156
EverSource Wealth Advisors
Alabama
$8.4M +$439K +9,683 +6%
FH
157
Financial Harvest
Florida
$8.39M -$41.3K -911 -0.5%
Bank of America
158
Bank of America
North Carolina
$8.35M +$903K +19,906 +12%
AWM
159
Ariadne Wealth Management
California
$8.14M -$41.9K -924 -0.6%
SCA
160
Strathmore Capital Advisors
North Carolina
$7.84M -$293K -6,465 -4%
BAM
161
Belleair Asset Management
Florida
$7.83M +$7.63M +168,153 New
SFC
162
Sprinkle Financial Consultants
Colorado
$7.76M -$147K -3,245 -2%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$7.73M +$4.43M +97,693 +143%
BTWM
164
Baker Tilly Wealth Management
Wisconsin
$7.71M -$6.59M -145,285 -47%
TCM
165
TruNorth Capital Management
Michigan
$7.62M +$454 +10 +0%
SA
166
Seneschal Advisors
Washington
$7.53M -$142K -3,137 -2%
EWA
167
Exencial Wealth Advisors
Oklahoma
$7.47M -$24.8K -546 -0.3%
JWA
168
JFS Wealth Advisors
Pennsylvania
$7.16M +$123K +2,707 +2%
Truist Financial
169
Truist Financial
North Carolina
$7.15M -$2.18K -48 -0%
LFS
170
Lutz Financial Services
Nebraska
$7.08M +$1.09M +24,049 +19%
AWMM
171
Aegis Wealth Management (Maryland)
Maryland
$6.85M -$766K -16,895 -10%
KWA
172
Kondo Wealth Advisors
California
$6.8M -$14.1K -311 -0.2%
CWM
173
CarsonAllaria Wealth Management
Illinois
$6.61M -$88.7K -1,956 -1%
NWM
174
Northwest Wealth Management
Iowa
$6.4M +$89.5K +1,973 +1%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$6.33M +$114K +2,508 +2%