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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
TC
251
TAGStone Capital
North Carolina
$2.18M
FIM
252
Freedom Investment Management
Connecticut
$2.17M
WIM
253
Warwick Investment Management
Texas
$2.17M
FF
254
Francis Financial
$2.16M
BCA
255
Bay Colony Advisors
Massachusetts
$2.1M
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$2.08M
VWA
257
Valued Wealth Advisors
Utah
$2.08M
SCM
258
Sollinda Capital Management
Florida
$2.06M
CI
259
Cordant Inc
Oregon
$1.98M
SSW
260
Stone Summit Wealth
Florida
$1.97M
2L
261
25 LLC
Missouri
$1.97M
AFO
262
Aurelius Family Office
New Hampshire
$1.95M
EH
263
Equitable Holdings
New York
$1.95M
GRP
264
Global Retirement Partners
California
$1.94M
William Blair & Company
265
William Blair & Company
Illinois
$1.92M
BTI
266
Blue Trust Inc
Georgia
$1.83M
Brown Advisory
267
Brown Advisory
Maryland
$1.81M
CW
268
Curio Wealth
Maryland
$1.8M
TFO
269
Tarbox Family Office
California
$1.76M
WFA
270
Websterrogers Financial Advisors
South Carolina
$1.76M
IA
271
IFG Advisors
Missouri
$1.74M
RWM
272
Rialto Wealth Management
New York
$1.71M
SAM
273
Smartleaf Asset Management
Massachusetts
$1.68M
BWMG
274
Bannerman Wealth Management Group
Texas
$1.66M
NA
275
NewEdge Advisors
Louisiana
$1.65M