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Dimensional US Marketwide Value ETF

668 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, 225 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
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
CFO
426
Collective Family Office
Pennsylvania
$586K
RF
427
Rossby Financial
Florida
$582K
FWA
428
FSM Wealth Advisors
Ohio
$580K
PWM
429
Perigon Wealth Management
California
$575K
CB
430
Cadence Bank
Mississippi
$573K
CAMG
431
CWA Asset Management Group
Florida
$571K
MFIM
432
Mesirow Financial Investment Management
Illinois
$567K
Franklin Resources
433
Franklin Resources
California
$562K
CFFP
434
Center for Financial Planning
Michigan
$559K
QCM
435
QRG Capital Management
Illinois
$555K
CWM
436
Congress Wealth Management
Massachusetts
$543K
OC
437
Oakworth Capital
Alabama
$542K
VWA
438
VERITY Wealth Advisors
United States
$540K
CAI
439
Capital Advisors Inc
Oklahoma
$534K
TFA
440
TPG Financial Advisors
Oregon
$531K
MA
441
McGrath & Associates
North Carolina
$528K
PTC
442
Private Trust Company
Ohio
$522K
Empower Advisory Group
443
Empower Advisory Group
Colorado
$514K
AFA
444
American Financial Advisors
Georgia
$511K
BCM
445
Basso Capital Management
Connecticut
$499K
MAS
446
MPWM Advisory Solutions
Georgia
$493K
NFW
447
Noble Family Wealth
Florida
$490K
Renaissance Technologies
448
Renaissance Technologies
New York
$482K
HCM
449
Hollencrest Capital Management
California
$479K
BMCM
450
Bryn Mawr Capital Management
Pennsylvania
$479K