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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
PAM
201
Pacific Asset Management
Washington
$4.12M +$3.88K +89 +0.1%
HWA
202
HMV Wealth Advisors
Louisiana
$4.06M -$52.8K -1,212 -1%
MGIA
203
Moneta Group Investment Advisors
Missouri
$3.84M -$68.7K -1,578 -2%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$3.83M -$34.2K -785 -0.9%
TWM
205
Tumwater Wealth Management
Idaho
$3.76M -$24.4K -561 -0.7%
MML Investors Services
206
MML Investors Services
Massachusetts
$3.72M -$286K -6,569 -7%
TIAA Trust, National Association
207
TIAA Trust, National Association
North Carolina
$3.67M +$286K +6,562 +9%
CWA
208
Cascade Wealth Advisors
Washington
$3.64M +$1.15M +26,451 +49%
AAA
209
AG Asset Advisory
California
$3.63M -$734K -16,849 -17%
CIAS
210
CFS Investment Advisory Services
New Jersey
$3.45M -$613K -14,073 -16%
VAM
211
Virtue Asset Management
Illinois
$3.44M +$3.35M +76,969 New
WT
212
Washington Trust
Rhode Island
$3.36M
ACM
213
Aspen Capital Management
Idaho
$3.36M -$141K -3,233 -4%
AWP
214
Axis Wealth Partners
Rhode Island
$3.35M +$245K +5,615 +8%
CA
215
Clearstead Advisors
Ohio
$3.33M +$3.35K +77 +0.1%
US Bancorp
216
US Bancorp
Minnesota
$3.28M -$41.4K -950 -1%
RFC
217
Regions Financial Corp
Alabama
$3.23M +$302K +6,936 +11%
WAN
218
Wealth Advisors Northwest
Oregon
$3.22M -$373K -8,570 -11%
ZF
219
Zhang Financial
Michigan
$3.1M -$13.3K -305 -0.4%
PFS
220
Prospera Financial Services
Texas
$3.09M +$70.5K +1,618 +2%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$3.05M -$540K -12,401 -15%
SCM
222
Sollinda Capital Management
Florida
$3.03M +$829K +19,040 +39%
BP
223
BWM Planning
Texas
$3.03M
DI
224
Disciplined Investments
Oklahoma
$2.99M -$12.1K -278 -0.4%
NHC
225
Nicholas Hoffman & Company
Georgia
$2.96M