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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
BMCM
451
Bryn Mawr Capital Management
Pennsylvania
$479K
NGA
452
Naples Global Advisors
Florida
$479K
Lido Advisors
453
Lido Advisors
California
$478K
NP
454
NorthRock Partners
Minnesota
$477K
WSFS
455
Wilmington Savings Fund Society
Delaware
$474K
BPWM
456
Badgley Phelps Wealth Managers
Washington
$474K
EWA
457
Elevate Wealth Advisory
Georgia
$473K
VA
458
VestGen Advisors
Illinois
$470K
KF
459
Krilogy Financial
Missouri
$467K
QCIG
460
Quad-Cities Investment Group
Iowa
$466K
AG
461
Ascent Group
Virginia
$459K
CHJWM
462
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K
LCM
463
Liberty Capital Management
Michigan
$454K
LWM
464
Liberty Wealth Management
California
$452K
FWM
465
Fortress Wealth Management
California
$452K
Ameriprise
466
Ameriprise
Minnesota
$449K
SCM
467
Steele Capital Management
Iowa
$447K
NCM
468
NCM Capital Management
New Jersey
$442K
VCM
469
Vivaldi Capital Management
Illinois
$442K
CFO
470
CVA Family Office
Colorado
$439K
CSI
471
Cross Staff Investments
New York
$439K
CWMG
472
Compass Wealth Management (Georgia)
Georgia
$428K
WF
473
WoodTrust Financial
Wisconsin
$426K
OC
474
Oppenheimer & Co
New York
$424K
TCM
475
Towneley Capital Management
California
$422K