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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
MCM
501
M1 Capital Management
Michigan
$366K
CSIC
502
Clifford Swan Investment Counsel
California
$361K
AG
503
AlTi Global
New York
$361K
LFAS
504
Level Four Advisory Services
Texas
$360K
WCM
505
Warburton Capital Management
Oklahoma
$359K
GWM
506
GDS Wealth Management
Texas
$359K
LFP
507
Leeward Financial Partners
Washington
$356K
NOI
508
Newton One Investments
Delaware
$353K
PWS
509
Physician Wealth Solutions
Nevada
$351K
WT
510
Whittier Trust
California
$348K
BCM
511
Brookstone Capital Management
Illinois
$343K
RWM
512
Rockwood Wealth Management
Pennsylvania
$342K
MHWM
513
Montz Harcus Wealth Management
Louisiana
$338K
FOA
514
Five Oceans Advisors
California
$335K
OC
515
Optima Capital
Oregon
$335K
OCM
516
Orion Capital Management
California
$332K
RI
517
Ridgewood Investments
New Jersey
$330K
TNBTD
518
Trustmark National Bank Trust Department
Mississippi
$326K
IWS
519
Integrity Wealth Solutions
Colorado
$325K
PPW
520
Pasadena Private Wealth
California
$324K
ACP
521
Aviance Capital Partners
Florida
$323K
RC
522
Roundview Capital
New Jersey
$322K
IFWM
523
Institute for Wealth Management
Colorado
$317K
HCP
524
Holt Capital Partners
Texas
$316K
ASN
525
Advisory Services Network
Georgia
$312K