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Dimensional US Marketwide Value ETF

665 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.03%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
198
Reduced
231
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPCP
326
Fort Point Capital Partners
California
$964K
SOAG
327
Silver Oak Advisory Group
Oregon
$964K -$188K -4,554 -16%
M&T Bank
328
M&T Bank
New York
$956K
AFGAS
329
Allegiance Financial Group Advisory Services
Virginia
$949K +$1.15K +28 +0.1%
SWM
330
Seaside Wealth Management
California
$937K +$1.44K +35 +0.2%
DWT
331
Dorsey & Whitney Trust
South Dakota
$935K
TIAAOA
332
Teachers Insurance & Annuity Association of America
New York
$934K
PWAM
333
Private Wealth Asset Management
Iowa
$928K +$928K +22,521 New
ACM
334
Absolute Capital Management
Pennsylvania
$923K -$135K -3,266 -13%
MSF
335
Mustard Seed Financial
Arkansas
$916K +$124 +3 +0%
MWM
336
Marietta Wealth Management
Georgia
$901K -$64.7K -1,570 -7%
CB
337
Commerce Bank
Missouri
$898K
CPA
338
Cathy Pareto & Associates
Florida
$891K +$330 +8 +0%
KPWM
339
KDK Private Wealth Management
Texas
$886K
MWC
340
MBM Wealth Consultants
Missouri
$881K
DWM
341
David Wealth Management
Virginia
$880K
BWP
342
Balboa Wealth Partners
Arizona
$874K
OWA
343
Oak Wealth Advisors
Illinois
$873K -$7.62K -185 -0.9%
CCWA
344
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$871K +$1.94K +47 +0.2%
CIAS
345
Capital Investment Advisory Services
North Carolina
$863K +$412K +10,000 +91%
AC
346
AWM Capital
Arizona
$859K -$34.7K -841 -4%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$859K +$24.1K +584 +3%
CPSAC
348
Chas P. Smith & Associates (CPS)
Florida
$848K
AIS
349
Accredited Investor Services
Minnesota
$848K +$13.2K +320 +2%
AWA
350
Arbor Wealth Advisors
Michigan
$847K