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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
CSIC
501
Clifford Swan Investment Counsel
California
$361K
AG
502
AlTi Global
New York
$361K
LFAS
503
Level Four Advisory Services
Texas
$360K
WCM
504
Warburton Capital Management
Oklahoma
$359K
GWM
505
GDS Wealth Management
Texas
$359K
LFP
506
Leeward Financial Partners
Washington
$356K
NOI
507
Newton One Investments
Delaware
$353K
PWS
508
Physician Wealth Solutions
Nevada
$351K
WT
509
Whittier Trust
California
$348K
BCM
510
Brookstone Capital Management
Illinois
$343K
RWM
511
Rockwood Wealth Management
Pennsylvania
$342K
MHWM
512
Montz Harcus Wealth Management
Louisiana
$338K
FOA
513
Five Oceans Advisors
California
$335K
OC
514
Optima Capital
Oregon
$335K
OCM
515
Orion Capital Management
California
$332K
RI
516
Ridgewood Investments
New Jersey
$330K
TNBTD
517
Trustmark National Bank Trust Department
Mississippi
$326K
IWS
518
Integrity Wealth Solutions
Colorado
$325K
PPW
519
Pasadena Private Wealth
California
$324K
ACP
520
Aviance Capital Partners
Florida
$323K
RC
521
Roundview Capital
New Jersey
$322K
IFWM
522
Institute for Wealth Management
Colorado
$317K
HCP
523
Holt Capital Partners
Texas
$316K
ASN
524
Advisory Services Network
Georgia
$312K
KSWA
525
Kathleen S. Wright Associates
Pennsylvania
$311K