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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
BIG
176
Builder Investment Group
Georgia
$5.69M
AWP
177
Abacus Wealth Partners
California
$5.69M -$2.7K -62 -0%
BFPW
178
BOK Financial Private Wealth
Colorado
$5.56M -$358K -8,210 -6%
GAM
179
GEM Asset Management
Michigan
$5.52M +$10.7K +245 +0.2%
EFG
180
Embree Financial Group
Illinois
$5.41M -$1.15M -26,401 -18%
WAM
181
Weinberger Asset Management
California
$5.3M +$833K +19,121 +19%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$5.23M +$172K +3,958 +4%
SW
183
Simplicity Wealth
New Jersey
$5.22M -$5.15M -118,142 -50%
VCA
184
Verdence Capital Advisors
Maryland
$5.22M -$253K -5,800 -5%
EK
185
Evensky & Katz
Florida
$5.2M -$40.8K -936 -0.8%
PA
186
PFG Advisors
Arizona
$5.17M +$677K +15,537 +16%
HWM
187
Hemington Wealth Management
Virginia
$5.17M -$102K -2,336 -2%
TWP
188
Total Wealth Planning
Ohio
$5.09M -$103K -2,375 -2%
SWP
189
Stratos Wealth Partners
Ohio
$4.92M +$95.2K +2,186 +2%
YCG
190
Yeomans Consulting Group
Georgia
$4.88M +$126K +2,895 +3%
IFS
191
Intelligent Financial Strategies
Minnesota
$4.82M -$124K -2,849 -3%
FWM
192
FMB Wealth Management
California
$4.78M
UCFA
193
United Capital Financial Advisors
Texas
$4.75M -$17.8K -408 -0.4%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$4.74M -$92.8K -2,130 -2%
SFP
195
SwitchPoint Financial Planning
Utah
$4.62M +$9.54K +219 +0.2%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$4.52M +$504K +11,574 +13%
TWA
197
Trace Wealth Advisors
California
$4.52M
VAG
198
Vannoy Advisory Group
Texas
$4.47M -$27.4K -629 -0.6%
IAG
199
Investment Advisory Group
Massachusetts
$4.39M
SFS
200
Summit Financial Strategies
Ohio
$4.32M