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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
BFPW
176
BOK Financial Private Wealth
Colorado
$5.56M
GAM
177
GEM Asset Management
Michigan
$5.52M
EFG
178
Embree Financial Group
Illinois
$5.41M
WAM
179
Weinberger Asset Management
California
$5.3M
CAM
180
Cresset Asset Management
Illinois
$5.24M
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$5.23M
SW
182
Simplicity Wealth
New Jersey
$5.22M
VCA
183
Verdence Capital Advisors
Maryland
$5.22M
EK
184
Evensky & Katz
Florida
$5.2M
PA
185
PFG Advisors
Arizona
$5.17M
HWM
186
Hemington Wealth Management
Virginia
$5.17M
TWP
187
Total Wealth Planning
Ohio
$5.09M
SWP
188
Stratos Wealth Partners
Ohio
$4.92M
YCG
189
Yeomans Consulting Group
Georgia
$4.88M
IFS
190
Intelligent Financial Strategies
Minnesota
$4.82M
FWM
191
FMB Wealth Management
California
$4.78M
UCFA
192
United Capital Financial Advisors
Texas
$4.75M
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$4.74M
SFP
194
SwitchPoint Financial Planning
Utah
$4.62M
Fidelity Investments
195
Fidelity Investments
Massachusetts
$4.52M
TWA
196
Trace Wealth Advisors
California
$4.52M
VAG
197
Vannoy Advisory Group
Texas
$4.47M
IAG
198
Investment Advisory Group
Massachusetts
$4.39M
SFS
199
Summit Financial Strategies
Ohio
$4.32M
PAM
200
Pacific Asset Management
Washington
$4.12M