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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
HWA
201
HMV Wealth Advisors
Louisiana
$4.06M
MGIA
202
Moneta Group Investment Advisors
Missouri
$3.84M
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$3.83M
TWM
204
Tumwater Wealth Management
Idaho
$3.76M
MML Investors Services
205
MML Investors Services
Massachusetts
$3.72M
TIAA Trust, National Association
206
TIAA Trust, National Association
North Carolina
$3.67M
CWA
207
Cascade Wealth Advisors
Washington
$3.64M
AAA
208
AG Asset Advisory
California
$3.63M
CIAS
209
CFS Investment Advisory Services
New Jersey
$3.45M
VAM
210
Virtue Asset Management
Illinois
$3.44M
WT
211
Washington Trust
Rhode Island
$3.36M
ACM
212
Aspen Capital Management
Idaho
$3.36M
AWP
213
Axis Wealth Partners
Rhode Island
$3.35M
CA
214
Clearstead Advisors
Ohio
$3.33M
US Bancorp
215
US Bancorp
Minnesota
$3.28M
RFC
216
Regions Financial Corp
Alabama
$3.23M
WAN
217
Wealth Advisors Northwest
Oregon
$3.22M
ZF
218
Zhang Financial
Michigan
$3.1M
PFS
219
Prospera Financial Services
Texas
$3.09M
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$3.05M
SCM
221
Sollinda Capital Management
Florida
$3.03M
BP
222
BWM Planning
Texas
$3.03M
DI
223
Disciplined Investments
Oklahoma
$2.99M
NHC
224
Nicholas Hoffman & Company
Georgia
$2.96M
LNWWM
225
Laird Norton Wetherby Wealth Management
California
$2.92M