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Dimensional US Marketwide Value ETF

664 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
0%
% of All Funds
8.91%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
223
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFP
526
Elser Financial Planning
Indiana
$310K
UB
527
UMB Bank
Missouri
$309K
SEIA
528
Signature Estate & Investment Advisors
California
$306K +$1.02K +24 +0.3%
MW
529
MBL Wealth
North Carolina
$306K
JIC
530
Joel Isaacson & Co
New York
$304K
CCC
531
Compass Capital Corp
Massachusetts
$303K
BF
532
BOK Financial
Oklahoma
$302K +$302K +7,138 New
WWM
533
Whalen Wealth Management
Nevada
$294K +$1.35K +32 +0.5%
SFG
534
Sovereign Financial Group
Connecticut
$293K +$293K +6,925 New
ECM
535
Evergreen Capital Management
Washington
$288K
ACM
536
Advisors Capital Management
New Jersey
$285K
OA
537
Operose Advisors
Wisconsin
$285K
MCA
538
Maryland Capital Advisors
Maryland
$284K
PS
539
Principal Securities
Iowa
$283K +$215K +5,074 +312%
WW
540
Waterfront Wealth
Kansas
$281K
GWM
541
GSB Wealth Management
Connecticut
$281K
HPA
542
High Probability Advisors
New York
$281K
ACM
543
Aurdan Capital Management
Pennsylvania
$281K
GD
544
Grandfield & Dodd
New York
$278K -$26.4K -625 -9%
GSF
545
Grove Street Fiduciary
New Hampshire
$277K -$21.1K -498 -7%
MOS
546
MGO One Seven
Ohio
$275K +$55.1K +1,304 +25%
HI
547
Harbour Investments
Wisconsin
$274K +$54.9K +1,298 +25%
WTA
548
Washington Trust Advisors
Massachusetts
$273K
LFG
549
Lockerman Financial Group
California
$272K
FFO
550
Fiduciary Family Office
Florida
$269K