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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 %
IWM
351
IHT Wealth Management
Illinois
$842K +$2.51K +61 +0.3%
PFP
352
Pinnacle Financial Partners
Tennessee
$841K
SW
353
SVB Wealth
Massachusetts
$839K +$412 +10 +0%
KeyBank National Association
354
KeyBank National Association
Ohio
$838K
RCAG
355
Rehmann Capital Advisory Group
Michigan
$831K +$20K +485 +2%
GWM
356
Geneos Wealth Management
Colorado
$823K +$411K +9,985 +100%
BCI
357
Brinker Capital Investments
Pennsylvania
$811K -$440K -10,665 -35%
OPS
358
Orion Portfolio Solutions
Nebraska
$811K -$440K -10,665 -35%
FCI
359
Financial Counselors Inc
Kansas
$802K -$36.6K -887 -4%
LWM
360
Liberty Wealth Management
California
$800K +$272K +6,593 +51%
S
361
SignatureFD
Georgia
$796K -$16.9K -411 -2%
DWM
362
Drive Wealth Management
Utah
$794K +$794K +19,271 New
RPCA
363
Running Point Capital Advisors
California
$791K
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$787K +$109K +2,634 +16%
BFG
365
Berger Financial Group
Minnesota
$787K +$3.3K +80 +0.4%
ANB
366
Amarillo National Bank
Texas
$786K
AWS
367
Atria Wealth Solutions
New York
$772K -$22.3K -541 -3%
CFS
368
CRA Financial Services
New Jersey
$769K +$392K +9,521 +104%
BBHC
369
Brown Brothers Harriman & Co
New York
$767K +$767K +18,614 New
PFA
370
Professional Financial Advisors
Nebraska
$757K +$3.01K +73 +0.4%
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$757K +$154K +3,733 +26%
TI
372
tru Independence
Oregon
$754K +$1.57K +38 +0.2%
PMFA
373
Plante Moran Financial Advisors
Michigan
$754K +$33.1K +802 +5%
CAM
374
Clark Asset Management
New Hampshire
$751K
EW
375
Evoke Wealth
California
$747K