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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
FWTB
476
First Western Trust Bank
Colorado
$421K
SFS
477
Strategic Financial Services
New York
$418K
SW
478
SteelPeak Wealth
California
$408K
MGWA
479
Monument Group Wealth Advisors
Massachusetts
$408K
AI
480
Accredited Investors
Minnesota
$407K
NPAN
481
Northeast Planning Associates NH
New Hampshire
$404K
PCA
482
Prosperity Capital Advisors
Ohio
$401K
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$400K
GI
484
Gradient Investments
Minnesota
$399K
DWM
485
Destination Wealth Management
California
$397K
CAM
486
Cozad Asset Management
Illinois
$396K
AFA
487
Avant Financial Advisors
Texas
$396K
RA
488
RFG Advisory
Alabama
$393K
AFAS
489
Acorn Financial Advisory Services
Virginia
$391K
AC
490
Avestar Capital
New York
$387K
4WM
491
49 Wealth Management
Texas
$381K
SAM
492
Summit Asset Management
Tennessee
$381K
LOPW
493
Live Oak Private Wealth
North Carolina
$379K
RCM
494
RB Capital Management
Nevada
$375K
IF
495
Ironwood Financial
Arizona
$374K
GA
496
Goldstein Advisors
Wisconsin
$373K
Citadel Advisors
497
Citadel Advisors
Florida
$372K
BIM
498
Bridges Investment Management
Nebraska
$372K
AC
499
AlphaCore Capital
California
$370K
GKWIM
500
Gerber Kawasaki Wealth & Investment Management
California
$366K