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Dimensional US Marketwide Value ETF

680 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, 200 increasing their positions, 237 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

11.72% less ownership

Funds ownership: 89.09%77.37% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 237

Holders
680
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
SFS
201
Summit Financial Strategies
Ohio
$4.32M
PAM
202
Pacific Asset Management
Washington
$4.12M
HWA
203
HMV Wealth Advisors
Louisiana
$4.06M
MGIA
204
Moneta Group Investment Advisors
Missouri
$3.84M
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$3.83M
TWM
206
Tumwater Wealth Management
Idaho
$3.76M
MML Investors Services
207
MML Investors Services
Massachusetts
$3.72M
TIAA Trust, National Association
208
TIAA Trust, National Association
North Carolina
$3.67M
CWA
209
Cascade Wealth Advisors
Washington
$3.64M
AAA
210
AG Asset Advisory
California
$3.63M
CIAS
211
CFS Investment Advisory Services
New Jersey
$3.45M
VAM
212
Virtue Asset Management
Illinois
$3.44M
WT
213
Washington Trust
Rhode Island
$3.36M
ACM
214
Aspen Capital Management
Idaho
$3.36M
AWP
215
Axis Wealth Partners
Rhode Island
$3.35M
CA
216
Clearstead Advisors
Ohio
$3.33M
US Bancorp
217
US Bancorp
Minnesota
$3.28M
RFC
218
Regions Financial Corp
Alabama
$3.23M
WAN
219
Wealth Advisors Northwest
Oregon
$3.22M
ZF
220
Zhang Financial
Michigan
$3.1M
PFS
221
Prospera Financial Services
Texas
$3.09M
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$3.05M
SCM
223
Sollinda Capital Management
Florida
$3.03M
BP
224
BWM Planning
Texas
$3.03M
DI
225
Disciplined Investments
Oklahoma
$2.99M