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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
AWM
301
Angeles Wealth Management
California
$1.25M
Baird Financial Group
302
Baird Financial Group
Wisconsin
$1.25M
APC
303
Asset Planning Corporation
Tennessee
$1.23M
VFA
304
Valeo Financial Advisors
Indiana
$1.21M
BJL
305
Brighton Jones LLC
Washington
$1.2M
KRW
306
Kaufman Rossin Wealth
Florida
$1.2M
WCP
307
Wick Capital Partners
Pennsylvania
$1.2M
TIAM2
308
Tru Independence Asset Management 2
Oregon
$1.2M
IA
309
IFG Advisory
Georgia
$1.19M
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$1.18M
FWCM
311
Ferguson Wellman Capital Management
Oregon
$1.17M
SIM
312
Stratos Investment Management
Ohio
$1.17M
MWPCG
313
Measured Wealth Private Client Group
New Hampshire
$1.16M
CFIA
314
Cantor Fitzgerald Investment Advisors
New York
$1.16M
EIA
315
Eldridge Investment Advisors
New Hampshire
$1.16M
Susquehanna International Group
316
Susquehanna International Group
Pennsylvania
$1.15M
NEPWA
317
New England Private Wealth Advisors
Massachusetts
$1.13M
CIAS
318
Capital Investment Advisory Services
North Carolina
$1.13M
VFP
319
Verus Financial Partners
Virginia
$1.13M
MWML
320
M Wealth Management LLC
California
$1.13M
GC
321
Garde Capital
Washington
$1.12M
CAM
322
Clark Asset Management
New Hampshire
$1.12M
IAN
323
Integrated Advisors Network
Texas
$1.12M
PNAA
324
Pictet North America Advisors
Switzerland
$1.09M
MA
325
Mutual Advisors
Nebraska
$1.09M