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Dimensional US Marketwide Value ETF

664 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
0%
% of All Funds
8.9%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
223
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
401
D.A. Davidson & Co
Montana
$709K -$40.2K -950 -5%
LAMC
402
Longview Asset Management (California)
California
$697K +$254 +6 +0%
VCP
403
Vista Capital Partners
Oregon
$696K +$254 +6 +0%
SPIA
404
Steward Partners Investment Advisory
New York
$695K -$411K -9,732 -37%
GVAG
405
Great Valley Advisor Group
Delaware
$694K
EFH
406
Eaton Financial Holdings
Florida
$692K +$692K +16,361 New
VAMG
407
Voisard Asset Management Group
Michigan
$684K +$211 +5 +0%
WA
408
Waverly Advisors
Alabama
$681K +$2.79K +66 +0.4%
B
409
Bailard
California
$668K
PAS
410
Park Avenue Securities
New York
$665K -$4.99K -118 -0.7%
WFA
411
WestHill Financial Advisors
California
$665K
FYW
412
Future You Wealth
New York
$643K
USCWA
413
U.S. Capital Wealth Advisors
Texas
$643K +$9.94K +235 +2%
CIA
414
Capital Investment Advisors
Georgia
$627K
LWL
415
Leo Wealth LLC
Texas
$620K +$2.88K +68 +0.5%
BAM
416
Belpointe Asset Management
Nevada
$617K
FCA
417
Fortis Capital Advisors
Kansas
$617K
G
418
GenTrust
Florida
$610K
OFG
419
Oxford Financial Group
Indiana
$606K
WN
420
Williams & Novak
California
$604K -$1.06K -25 -0.2%
DOA
421
D'Orazio & Associates
Virginia
$598K -$62.9K -1,488 -10%
AWM
422
AE Wealth Management
Kansas
$598K +$29.6K +701 +5%
SPA
423
Shore Point Advisors
New Jersey
$593K +$12.2K +289 +2%
MWA
424
Midland Wealth Advisors
Illinois
$591K -$3.34K -79 -0.6%
CFO
425
Collective Family Office
Pennsylvania
$586K