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Dimensional US Marketwide Value ETF

665 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.03%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
198
Reduced
231
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
476
Avant Financial Advisors
Texas
$386K
ASN
477
Advisory Services Network
Georgia
$382K -$31.6K -767 -8%
RA
478
RFG Advisory
Alabama
$381K +$15.9K +386 +4%
AC
479
Avestar Capital
New York
$378K
Betterment LLC
480
Betterment LLC
New York
$375K +$15.2K +369 +4%
IF
481
Ironwood Financial
Arizona
$374K -$8.24K -200 -2%
4WM
482
49 Wealth Management
Texas
$371K +$1.48K +36 +0.4%
LOPW
483
Live Oak Private Wealth
North Carolina
$369K
SAM
484
Summit Asset Management
Tennessee
$369K +$1.48K +36 +0.4%
Lido Advisors
485
Lido Advisors
California
$367K
PA
486
Procyon Advisors
Connecticut
$365K
GA
487
Goldstein Advisors
Wisconsin
$363K
BIM
488
Bridges Investment Management
Nebraska
$362K
Citadel Advisors
489
Citadel Advisors
Florida
$362K +$362K +8,791 New
MCM
490
M1 Capital Management
Michigan
$357K
Fisher Asset Management
491
Fisher Asset Management
Washington
$356K +$356K +8,644 New
GKWIM
492
Gerber Kawasaki Wealth & Investment Management
California
$355K +$1.44K +35 +0.4%
CSIC
493
Clifford Swan Investment Counsel
California
$352K
AG
494
AlTi Global
New York
$352K -$15.2K -370 -4%
LFAS
495
Level Four Advisory Services
Texas
$349K -$38.4K -932 -10%
RCM
496
RB Capital Management
Nevada
$345K +$41 +1 +0%
CIBC Private Wealth Group
497
CIBC Private Wealth Group
Georgia
$343K -$35.2K -970 -9%
NOI
498
Newton One Investments
Delaware
$343K +$1.32K +32 +0.4%
PWS
499
Physician Wealth Solutions
Nevada
$342K
WCM
500
Warburton Capital Management
Oklahoma
$340K +$1.36K +33 +0.4%