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Dimensional US Marketwide Value ETF

664 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
0%
% of All Funds
8.9%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
223
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
326
Arkadios Wealth Advisors
Georgia
$1.08M -$252K -5,964 -19%
LIA
327
LBMC Investment Advisors
Tennessee
$1.07M -$50.2K -1,188 -4%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$1.04M -$8.16K -193 -0.8%
FC
329
Financial Council
Maryland
$1.04M
BlackRock
330
BlackRock
New York
$1.04M +$982K +23,215 +1,718%
BTWM
331
Baker Tilly Wealth Management
Wisconsin
$1M
PA
332
Parallel Advisors
California
$1,000K -$19.2K -453 -2%
PFM
333
Phillips Financial Management
Indiana
$998K +$3.34K +79 +0.3%
AWM
334
Apollon Wealth Management
South Carolina
$996K
B
335
BetterWealth
California
$990K
FPCP
336
Fort Point Capital Partners
California
$989K
SOAG
337
Silver Oak Advisory Group
Oregon
$989K
M&T Bank
338
M&T Bank
New York
$981K
MT
339
Midwest Trust
Kansas
$973K +$973K +23,015 New
DWT
340
Dorsey & Whitney Trust
South Dakota
$959K
TIAAOA
341
Teachers Insurance & Annuity Association of America
New York
$959K
CIM
342
Cambria Investment Management
California
$957K +$957K +22,635 New
EF
343
Empowered Funds
Pennsylvania
$957K +$957K +22,635 New
BWM
344
Benchmark Wealth Management
Connecticut
$953K +$236K +5,583 +33%
MSF
345
Mustard Seed Financial
Arkansas
$939K +$127 +3 +0%
AFGAS
346
Allegiance Financial Group Advisory Services
Virginia
$935K -$39K -922 -4%
KPWM
347
KDK Private Wealth Management
Texas
$909K
MWC
348
MBM Wealth Consultants
Missouri
$904K
BWP
349
Balboa Wealth Partners
Arizona
$897K
SWM
350
Seaside Wealth Management
California
$897K -$64.6K -1,528 -7%