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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
MWA
426
Midland Wealth Advisors
Illinois
$591K
CFO
427
Collective Family Office
Pennsylvania
$586K
RF
428
Rossby Financial
Florida
$582K
FWA
429
FSM Wealth Advisors
Ohio
$580K
PWM
430
Perigon Wealth Management
California
$575K
CB
431
Cadence Bank
Mississippi
$573K
CAMG
432
CWA Asset Management Group
Florida
$571K
MFIM
433
Mesirow Financial Investment Management
Illinois
$567K
Franklin Resources
434
Franklin Resources
California
$562K
CFFP
435
Center for Financial Planning
Michigan
$559K
QCM
436
QRG Capital Management
Illinois
$555K
CWM
437
Congress Wealth Management
Massachusetts
$543K
OC
438
Oakworth Capital
Alabama
$542K
VWA
439
VERITY Wealth Advisors
United States
$540K
CAI
440
Capital Advisors Inc
Oklahoma
$534K
TFA
441
TPG Financial Advisors
Oregon
$531K
MA
442
McGrath & Associates
North Carolina
$528K
PTC
443
Private Trust Company
Ohio
$522K
Empower Advisory Group
444
Empower Advisory Group
Colorado
$514K
AFA
445
American Financial Advisors
Georgia
$511K
BCM
446
Basso Capital Management
Connecticut
$499K
MAS
447
MPWM Advisory Solutions
Georgia
$493K
NFW
448
Noble Family Wealth
Florida
$490K
Renaissance Technologies
449
Renaissance Technologies
New York
$482K
HCM
450
Hollencrest Capital Management
California
$479K