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Dimensional US Marketwide Value ETF

737 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, 235 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% more funds holding

Funds holding: 687737 (+50)

7.24% more ownership

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

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 235

Holders
737
Holders Change
+50
Holders Change %
+7.28%
% of All Funds
8.97%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.37%
New
87
Increased
213
Reduced
235
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
Shearwater Capital
Colorado
$6.26M -$313K -6,892 -5%
FNBSF
177
First National Bank Sioux Falls
South Dakota
$6.25M
EFP
178
EnRich Financial Partners
Wisconsin
$6.19M -$114K -2,515 -2%
CTWM
179
Cherry Tree Wealth Management
Minnesota
$6.1M -$536K -11,824 -8%
SIS
180
Strategic Investment Solutions
Illinois
$6.09M -$686K -15,114 -10%
GCA
181
Gradient Capital Advisors
California
$6.08M -$103K -2,277 -2%
CCM
182
Colorado Capital Management
Colorado
$6.08M -$75.4K -1,662 -1%
LG
183
LAM Group
Oregon
$6.07M +$5.13K +113 +0.1%
Envestnet Portfolio Solutions
184
Envestnet Portfolio Solutions
Illinois
$6.06M -$156K -3,437 -3%
WAM
185
Weinberger Asset Management
California
$6.03M +$495K +10,921 +9%
GAM
186
GEM Asset Management
Michigan
$6M +$123K +2,703 +2%
BIG
187
Builder Investment Group
Georgia
$5.94M
AC
188
Annandale Capital
Texas
$5.88M -$25.9K -572 -0.5%
Royal Bank of Canada
189
Royal Bank of Canada
Ontario, Canada
$5.81M -$1.56M -34,489 -22%
AWP
190
Abacus Wealth Partners
California
$5.81M -$122K -2,694 -2%
BFPW
191
BOK Financial Private Wealth
Colorado
$5.79M
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$5.74M +$278K +6,139 +5%
CSW
193
Cogent Strategic Wealth
Illinois
$5.39M +$5.03M +110,957 New
SW
194
Simplicity Wealth
New Jersey
$5.38M -$54.5K -1,202 -1%
EK
195
Evensky & Katz
Florida
$5.38M -$40.6K -896 -0.8%
FWM
196
Forteris Wealth Management
New York
$5.33M +$5.19M +114,340 New
YCG
197
Yeomans Consulting Group
Georgia
$5.22M +$132K +2,901 +3%
PA
198
PFG Advisors
Arizona
$5.1M -$285K -6,293 -5%
SWP
199
Stratos Wealth Partners
Ohio
$5.07M -$60.3K -1,329 -1%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$4.99M +$266K +5,874 +6%