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Dimensional US Marketwide Value ETF

669 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, 226 increasing their positions, 221 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
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
AA
326
Ancora Advisors
Ohio
$1.09M
AWA
327
Arkadios Wealth Advisors
Georgia
$1.08M
LIA
328
LBMC Investment Advisors
Tennessee
$1.07M
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$1.04M
FC
330
Financial Council
Maryland
$1.04M
BlackRock
331
BlackRock
New York
$1.04M
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$1M
PA
333
Parallel Advisors
California
$1,000K
PFM
334
Phillips Financial Management
Indiana
$998K
AWM
335
Apollon Wealth Management
South Carolina
$996K
B
336
BetterWealth
California
$990K
FPCP
337
Fort Point Capital Partners
California
$989K
SOAG
338
Silver Oak Advisory Group
Oregon
$989K
M&T Bank
339
M&T Bank
New York
$981K
MT
340
Midwest Trust
Kansas
$973K
DWT
341
Dorsey & Whitney Trust
South Dakota
$959K
TIAAOA
342
Teachers Insurance & Annuity Association of America
New York
$959K
CIM
343
Cambria Investment Management
California
$957K
EF
344
Empowered Funds
Pennsylvania
$957K
BWM
345
Benchmark Wealth Management
Connecticut
$953K
MSF
346
Mustard Seed Financial
Arkansas
$939K
AFGAS
347
Allegiance Financial Group Advisory Services
Virginia
$935K
KPWM
348
KDK Private Wealth Management
Texas
$909K
MWC
349
MBM Wealth Consultants
Missouri
$904K
BWP
350
Balboa Wealth Partners
Arizona
$897K