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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
LWM
276
LJI Wealth Management
Indiana
$1.61M
BFA
277
Beacon Financial Advisory
Ohio
$1.57M
KCPG
278
Kavar Capital Partners Group
Kansas
$1.56M
APP
279
Avantax Planning Partners
Iowa
$1.55M
SIC
280
Samalin Investment Counsel
New York
$1.55M
Comerica Bank
281
Comerica Bank
Texas
$1.54M
JIC
282
Johnson Investment Counsel
Ohio
$1.51M
MFG
283
Merit Financial Group
Georgia
$1.5M
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$1.49M
AAS
285
Avantax Advisory Services
Texas
$1.49M
FWP
286
FAS Wealth Partners
Kansas
$1.48M
SIC
287
SJS Investment Consulting
Ohio
$1.46M
CCM
288
Cloud Capital Management
Washington
$1.44M
PFBT
289
Parkside Financial Bank & Trust
Missouri
$1.44M
P
290
&Partners
Tennessee
$1.41M
QWM
291
Quadcap Wealth Management
Texas
$1.39M
AC
292
Applied Capital
Arkansas
$1.36M
PAG
293
Private Advisor Group
New Jersey
$1.35M
RIP
294
RAM Investment Partners
Washington
$1.35M
PCIA
295
Prime Capital Investment Advisors
Kansas
$1.34M
BB
296
Busey Bank
Illinois
$1.32M
FNB
297
Farmers National Bank
Kentucky
$1.29M
VWM
298
Verus Wealth Management
Wisconsin
$1.28M
BFA
299
Bragg Financial Advisors
North Carolina
$1.26M
FT
300
Fiduciary Trust
Massachusetts
$1.26M