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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
S
376
SignatureFD
Georgia
$803K
CB
377
Commerce Bank
Missouri
$796K
DWM
378
Drive Wealth Management
Utah
$792K
CFS
379
CRA Financial Services
New Jersey
$788K
BBHC
380
Brown Brothers Harriman & Co
New York
$787K
PFA
381
Professional Financial Advisors
Nebraska
$780K
TI
382
tru Independence
Oregon
$776K
PMFA
383
Plante Moran Financial Advisors
Michigan
$773K
EW
384
Evoke Wealth
California
$766K
CFG
385
Cornerstone Financial Group
Nebraska
$765K
CWM
386
Cherrydale Wealth Management
New Jersey
$758K
PFA
387
Pure Financial Advisors
California
$757K
RTL
388
Red Tortoise LLC
Georgia
$755K
RB
389
Renasant Bank
Mississippi
$751K
FWP
390
Falcon Wealth Planning
California
$737K
KFI
391
Key Financial Inc
Pennsylvania
$734K
BFG
392
Berger Financial Group
Minnesota
$732K
SVWAG
393
Sound View Wealth Advisors Group
Georgia
$726K
BWA
394
Babb Wealth Advisors
Arizona
$725K
SWGC
395
Summit Wealth Group (Colorado)
Colorado
$722K
CPA
396
Cathy Pareto & Associates
Florida
$721K
Betterment LLC
397
Betterment LLC
New York
$720K
DWM
398
Dakota Wealth Management
Florida
$719K
NFP
399
Narus Financial Partners
Utah
$717K
RK
400
Rather & Kittrell
Tennessee
$716K