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Dimensional US Marketwide Value ETF

736 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, 234 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)

7.24% more ownership

Funds ownership: 77.24%84.48% (+7.2%)

7% more funds holding

Funds holding: 687736 (+49)

9% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 234

Holders
736
Holders Change
+49
Holders Change %
+7.13%
% of All Funds
8.96%
Holding in Top 10
113
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.95%
% of All Funds
1.38%
New
87
Increased
213
Reduced
234
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.86B +$78.4M +1,727,520 +5%
Corient Private Wealth
2
Corient Private Wealth
Florida
$927M +$604M +13,311,716 +202%
SC
3
Savant Capital
Illinois
$735M -$9.87M -217,567 -1%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$688M +$3.9M +85,893 +0.6%
Northern Trust
5
Northern Trust
Illinois
$274M -$3.27M -72,025 -1%
IFA
6
Index Fund Advisors
California
$267M -$4.25M -93,610 -2%
PL
7
Plancorp LLC
Missouri
$267M -$5.27M -116,257 -2%
Creative Planning
8
Creative Planning
Kansas
$235M -$4.04M -89,099 -2%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$216M +$38.9M +857,772 +23%
HighTower Advisors
10
HighTower Advisors
Illinois
$211M -$1.17M -25,901 -0.6%
TWA
11
TCI Wealth Advisors
Arizona
$155M +$12.6M +278,384 +9%
EWM
12
Empirical Wealth Management
Washington
$142M +$8.01M +176,588 +6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$130M -$3.73M -82,181 -3%
Cerity Partners
14
Cerity Partners
New York
$115M -$1.71M -37,618 -1%
MWM
15
Modera Wealth Management
New Jersey
$102M -$2.12M -46,786 -2%
MPW
16
MASECO Private Wealth
$94.7M -$207K -4,561 -0.2%
TI
17
Truepoint Inc
Ohio
$91.6M -$750K -16,546 -0.8%
TCOTS
18
Trust Company of the South
North Carolina
$82.1M -$441K -9,712 -0.5%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$81.5M +$86.6K +1,909 +0.1%
Raymond James Financial
20
Raymond James Financial
Florida
$63.6M -$1.21M -26,768 -2%
LPL Financial
21
LPL Financial
California
$63.1M +$875K +19,301 +1%
EAM
22
Evanson Asset Management
California
$62.1M +$695K +15,312 +1%
BPA
23
Beacon Pointe Advisors
California
$61.5M +$4.68M +103,281 +8%
CL
24
Choreo LLC
Illinois
$61.1M -$445K -9,810 -0.7%
FG
25
Foster Group
Iowa
$59.7M -$897K -19,780 -2%