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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
SWM
351
Seaside Wealth Management
California
$897K
CCWA
352
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$896K
OWA
353
Oak Wealth Advisors
Illinois
$896K
DWM
354
David Wealth Management
Virginia
$889K
MWM
355
Marietta Wealth Management
Georgia
$887K
XPN
356
XY Planning Network
Montana
$870K
KCM
357
Kathmere Capital Management
Pennsylvania
$870K
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$870K
AWA
359
Arbor Wealth Advisors
Michigan
$869K
ACM
360
Absolute Capital Management
Pennsylvania
$868K
IWM
361
IHT Wealth Management
Illinois
$867K
BCI
362
Brinker Capital Investments
Pennsylvania
$866K
PFP
363
Pinnacle Financial Partners
Tennessee
$862K
SW
364
SVB Wealth
Massachusetts
$861K
AIS
365
Accredited Investor Services
Minnesota
$861K
KeyBank National Association
366
KeyBank National Association
Ohio
$860K
AC
367
AWM Capital
Arizona
$846K
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$842K
CTC
369
Central Trust Company
Missouri
$838K
RCAG
370
Rehmann Capital Advisory Group
Michigan
$833K
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$813K
RPCA
372
Running Point Capital Advisors
California
$811K
AWS
373
Atria Wealth Solutions
New York
$807K
ANB
374
Amarillo National Bank
Texas
$807K
IA
375
IFP Advisors
Florida
$805K