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Dimensional US Marketwide Value ETF

668 hedge funds and large institutions have $10.3B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 225 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
BP
226
BWM Planning
Texas
$2.86M
PFS
227
Prospera Financial Services
Texas
$2.86M
DI
228
Disciplined Investments
Oklahoma
$2.84M
GJIA
229
Glass Jacobson Investment Advisors
Maryland
$2.81M
NHC
230
Nicholas Hoffman & Company
Georgia
$2.8M
ATI
231
ARK & TLK Investments
Oklahoma
$2.77M
RFC
232
Regions Financial Corp
Alabama
$2.76M
LNWWM
233
Laird Norton Wetherby Wealth Management
California
$2.76M
RSWM
234
Robertson Stephens Wealth Management
California
$2.73M
CCA
235
Clarity Capital Advisors
Florida
$2.69M
WWM
236
Woodside Wealth Management
Massachusetts
$2.67M
MWM
237
Melfa Wealth Management
Massachusetts
$2.67M
WP
238
Westmount Partners
California
$2.55M
QFA
239
Quantum Financial Advisors
California
$2.44M
CRC
240
Curi RMB Capital
Illinois
$2.41M
FWMP
241
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.41M
FWM
242
Fonville Wealth Management
Virginia
$2.36M
CWA
243
Cascade Wealth Advisors
Washington
$2.31M
ACA
244
Aptus Capital Advisors
Alabama
$2.3M
CWS
245
Cypress Wealth Services
California
$2.28M
FC
246
Family CFO
California
$2.25M
CPIG
247
Chicago Partners Investment Group
Illinois
$2.24M
M
248
MATAURO
New York
$2.23M
PAG
249
Poinciana Advisors Group
Florida
$2.2M
IC
250
IEQ Capital
California
$2.19M