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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.7B +$88.7M +2,035,838 +6%
SC
2
Savant Capital
Illinois
$715M -$12.9M -296,979 -2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$656M +$57.3M +1,316,062 +10%
Corient Private Wealth
4
Corient Private Wealth
Florida
$294M -$72.7M -1,668,891 -20%
Northern Trust
5
Northern Trust
Illinois
$266M -$5.72M -131,367 -2%
PL
6
Plancorp LLC
Missouri
$261M -$7.38M -169,551 -3%
IFA
7
Index Fund Advisors
California
$260M +$24.4M +560,081 +11%
Creative Planning
8
Creative Planning
Kansas
$229M -$5.36M -123,161 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
$204M -$1.36M -31,174 -0.7%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$169M -$33.1M -759,525 -17%
TWA
11
TCI Wealth Advisors
Arizona
$136M +$13M +299,159 +11%
EWM
12
Empirical Wealth Management
Washington
$129M +$6.6M +151,503 +6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$125M -$2.43M -55,804 -2%
Cerity Partners
14
Cerity Partners
New York
$112M -$5.09M -116,837 -4%
MWM
15
Modera Wealth Management
New Jersey
$100M -$1.41M -32,298 -1%
MPW
16
MASECO Private Wealth
$91.1M -$1.82M -41,881 -2%
TI
17
Truepoint Inc
Ohio
$88.6M -$1.18M -27,056 -1%
TCOTS
18
Trust Company of the South
North Carolina
$79.2M -$559K -12,842 -0.7%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$76M -$1.17M -26,827 -2%
Raymond James Financial
20
Raymond James Financial
Florida
$62.2M +$3.06M +70,319 +5%
LPL Financial
21
LPL Financial
California
$59.7M -$193K -4,428 -0.3%
EAM
22
Evanson Asset Management
California
$58.9M -$280K -6,425 -0.5%
CL
23
Choreo LLC
Illinois
$58.6M -$3.7M -84,918 -6%
FG
24
Foster Group
Iowa
$58.2M -$1.38M -31,686 -2%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$58M -$5.19M -119,160 -8%