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Dimensional US Marketwide Value ETF

721 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.27% more ownership

Funds ownership: 77.36%80.63% (+3.3%)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
EFP
176
EnRich Financial Partners
Wisconsin
$6.19M
CTWM
177
Cherry Tree Wealth Management
Minnesota
$6.1M
SIS
178
Strategic Investment Solutions
Illinois
$6.09M
GCA
179
Gradient Capital Advisors
California
$6.08M
CCM
180
Colorado Capital Management
Colorado
$6.08M
LG
181
LAM Group
Oregon
$6.07M
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$6.06M
WAM
183
Weinberger Asset Management
California
$6.03M
GAM
184
GEM Asset Management
Michigan
$6M
BIG
185
Builder Investment Group
Georgia
$5.94M
AC
186
Annandale Capital
Texas
$5.88M
Royal Bank of Canada
187
Royal Bank of Canada
Ontario, Canada
$5.81M
AWP
188
Abacus Wealth Partners
California
$5.81M
BFPW
189
BOK Financial Private Wealth
Colorado
$5.79M
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$5.74M
SW
191
Simplicity Wealth
New Jersey
$5.38M
EK
192
Evensky & Katz
Florida
$5.38M
FWM
193
Forteris Wealth Management
New York
$5.33M
YCG
194
Yeomans Consulting Group
Georgia
$5.22M
PA
195
PFG Advisors
Arizona
$5.1M
SWP
196
Stratos Wealth Partners
Ohio
$5.07M
Fidelity Investments
197
Fidelity Investments
Massachusetts
$4.99M
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$4.98M
IFS
199
Intelligent Financial Strategies
Minnesota
$4.97M
FWM
200
FMB Wealth Management
California
$4.96M