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Dimensional US Marketwide Value ETF

682 hedge funds and large institutions have $9.55B invested in Dimensional US Marketwide Value ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 201 increasing their positions, 237 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: $ → $

11.71% less ownership

Funds ownership: 89.07%77.36% (-12%)

15% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 237

Holders
682
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
BIG
176
Builder Investment Group
Georgia
$5.69M
AWP
177
Abacus Wealth Partners
California
$5.69M
BFPW
178
BOK Financial Private Wealth
Colorado
$5.56M
GAM
179
GEM Asset Management
Michigan
$5.52M
EFG
180
Embree Financial Group
Illinois
$5.41M
WAM
181
Weinberger Asset Management
California
$5.3M
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$5.23M
SW
183
Simplicity Wealth
New Jersey
$5.22M
VCA
184
Verdence Capital Advisors
Maryland
$5.22M
EK
185
Evensky & Katz
Florida
$5.2M
PA
186
PFG Advisors
Arizona
$5.17M
HWM
187
Hemington Wealth Management
Virginia
$5.17M
TWP
188
Total Wealth Planning
Ohio
$5.09M
SWP
189
Stratos Wealth Partners
Ohio
$4.92M
YCG
190
Yeomans Consulting Group
Georgia
$4.88M
IFS
191
Intelligent Financial Strategies
Minnesota
$4.82M
FWM
192
FMB Wealth Management
California
$4.78M
UCFA
193
United Capital Financial Advisors
Texas
$4.75M
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$4.74M
SFP
195
SwitchPoint Financial Planning
Utah
$4.62M
Fidelity Investments
196
Fidelity Investments
Massachusetts
$4.52M
TWA
197
Trace Wealth Advisors
California
$4.52M
VAG
198
Vannoy Advisory Group
Texas
$4.47M
IAG
199
Investment Advisory Group
Massachusetts
$4.39M
SFS
200
Summit Financial Strategies
Ohio
$4.32M