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Dimensional US Marketwide Value ETF

726 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 81 funds opening new positions, 211 increasing their positions, 234 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 ownership

Funds ownership:

6% more funds holding

Funds holding: 683726 (+43)

10% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 234

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
FWM
201
FMB Wealth Management
California
$4.96M
UCFA
202
United Capital Financial Advisors
Texas
$4.9M
SCM
203
Sollinda Capital Management
Florida
$4.85M
AAA
204
AG Asset Advisory
California
$4.76M
TWA
205
Trace Wealth Advisors
California
$4.71M
VAG
206
Vannoy Advisory Group
Texas
$4.7M
JIC
207
Joel Isaacson & Co
New York
$4.64M
IAG
208
Investment Advisory Group
Massachusetts
$4.57M
VCA
209
Verdence Capital Advisors
Maryland
$4.57M
SFP
210
SwitchPoint Financial Planning
Utah
$4.56M
US Bancorp
211
US Bancorp
Minnesota
$4.54M
SFS
212
Summit Financial Strategies
Ohio
$4.5M
MML Investors Services
213
MML Investors Services
Massachusetts
$4.49M
EFG
214
Embree Financial Group
Illinois
$4.48M
MWM
215
McCartney Wealth Management
Missouri
$4.41M
CWA
216
Cascade Wealth Advisors
Washington
$4.37M
HWA
217
HMV Wealth Advisors
Louisiana
$4.36M
PAM
218
Pacific Asset Management
Washington
$4.17M
BI
219
BluePrint Investing
California
$3.97M
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$3.95M
MGIA
221
Moneta Group Investment Advisors
Missouri
$3.93M
TWM
222
Tumwater Wealth Management
Idaho
$3.91M
VWA
223
Vistica Wealth Advisors
California
$3.81M
TIAA Trust, National Association
224
TIAA Trust, National Association
North Carolina
$3.7M
5NPW
225
55 North Private Wealth
Florida
$3.67M