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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
CT
401
Colonial Trust
South Carolina
$715K
DWA
402
Delap Wealth Advisory
Oregon
$711K
DADC
403
D.A. Davidson & Co
Montana
$709K
LAMC
404
Longview Asset Management (California)
California
$697K
VCP
405
Vista Capital Partners
Oregon
$696K
SPIA
406
Steward Partners Investment Advisory
New York
$695K
GVAG
407
Great Valley Advisor Group
Delaware
$694K
EFH
408
Eaton Financial Holdings
Florida
$692K
VAMG
409
Voisard Asset Management Group
Michigan
$684K
WA
410
Waverly Advisors
Alabama
$681K
B
411
Bailard
California
$668K
PAS
412
Park Avenue Securities
New York
$665K
WFA
413
WestHill Financial Advisors
California
$665K
FYW
414
Future You Wealth
New York
$643K
USCWA
415
U.S. Capital Wealth Advisors
Texas
$643K
CIA
416
Capital Investment Advisors
Georgia
$627K
LWL
417
Leo Wealth LLC
Texas
$620K
BAM
418
Belpointe Asset Management
Nevada
$617K
FCA
419
Fortis Capital Advisors
Kansas
$617K
G
420
GenTrust
Florida
$610K
OFG
421
Oxford Financial Group
Indiana
$606K
WN
422
Williams & Novak
California
$604K
DOA
423
D'Orazio & Associates
Virginia
$598K
AWM
424
AE Wealth Management
Kansas
$598K
SPA
425
Shore Point Advisors
New Jersey
$593K