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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
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$4.98M +$36.2K +798 +0.8%
IFS
202
Intelligent Financial Strategies
Minnesota
$4.97M -$55.2K -1,217 -1%
FWM
203
FMB Wealth Management
California
$4.96M -$20.5K -452 -0.4%
UCFA
204
United Capital Financial Advisors
Texas
$4.9M -$48.6K -1,071 -1%
SCM
205
Sollinda Capital Management
Florida
$4.85M +$1.65M +36,353 +54%
AAA
206
AG Asset Advisory
California
$4.76M +$950K +20,946 +26%
TWA
207
Trace Wealth Advisors
California
$4.71M
VAG
208
Vannoy Advisory Group
Texas
$4.7M +$32.8K +723 +0.7%
JIC
209
Joel Isaacson & Co
New York
$4.64M +$4.19M +92,298 +1,284%
IAG
210
Investment Advisory Group
Massachusetts
$4.57M
VCA
211
Verdence Capital Advisors
Maryland
$4.57M -$771K -17,000 -15%
SFP
212
SwitchPoint Financial Planning
Utah
$4.56M -$242K -5,343 -5%
US Bancorp
213
US Bancorp
Minnesota
$4.54M +$1.1M +24,194 +33%
SFS
214
Summit Financial Strategies
Ohio
$4.5M
MML Investors Services
215
MML Investors Services
Massachusetts
$4.49M +$591K +13,037 +16%
EFG
216
Embree Financial Group
Illinois
$4.48M -$1.13M -24,932 -21%
MWM
217
McCartney Wealth Management
Missouri
$4.41M +$4.29M +94,624 New
CWA
218
Cascade Wealth Advisors
Washington
$4.37M +$400K +8,814 +11%
HWA
219
HMV Wealth Advisors
Louisiana
$4.36M +$128K +2,831 +3%
PAM
220
Pacific Asset Management
Washington
$4.17M -$114K -2,509 -3%
BI
221
BluePrint Investing
California
$3.97M +$3.87M +85,242 New
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$3.95M -$42.8K -944 -1%
MGIA
223
Moneta Group Investment Advisors
Missouri
$3.93M -$72.9K -1,608 -2%
TWM
224
Tumwater Wealth Management
Idaho
$3.91M -$5.17K -114 -0.1%
VWA
225
Vistica Wealth Advisors
California
$3.81M +$3.71M +81,691 New