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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
UCFA
201
United Capital Financial Advisors
Texas
$4.9M
SCM
202
Sollinda Capital Management
Florida
$4.85M
AAA
203
AG Asset Advisory
California
$4.76M
TWA
204
Trace Wealth Advisors
California
$4.71M
VAG
205
Vannoy Advisory Group
Texas
$4.7M
JIC
206
Joel Isaacson & Co
New York
$4.64M
IAG
207
Investment Advisory Group
Massachusetts
$4.57M
VCA
208
Verdence Capital Advisors
Maryland
$4.57M
SFP
209
SwitchPoint Financial Planning
Utah
$4.56M
US Bancorp
210
US Bancorp
Minnesota
$4.54M
SFS
211
Summit Financial Strategies
Ohio
$4.5M
MML Investors Services
212
MML Investors Services
Massachusetts
$4.49M
EFG
213
Embree Financial Group
Illinois
$4.48M
MWM
214
McCartney Wealth Management
Missouri
$4.41M
CWA
215
Cascade Wealth Advisors
Washington
$4.37M
HWA
216
HMV Wealth Advisors
Louisiana
$4.36M
PAM
217
Pacific Asset Management
Washington
$4.17M
BI
218
BluePrint Investing
California
$3.97M
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$3.95M
MGIA
220
Moneta Group Investment Advisors
Missouri
$3.93M
TWM
221
Tumwater Wealth Management
Idaho
$3.91M
VWA
222
Vistica Wealth Advisors
California
$3.81M
TIAA Trust, National Association
223
TIAA Trust, National Association
North Carolina
$3.7M
5NPW
224
55 North Private Wealth
Florida
$3.67M
KCA
225
Kilner Capital Advisors
Maryland
$3.67M