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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 %
OA
526
Operose Advisors
Wisconsin
$278K -$14.7K -357 -5%
MCA
527
Maryland Capital Advisors
Maryland
$277K
WW
528
Waterfront Wealth
Kansas
$274K
GWM
529
GSB Wealth Management
Connecticut
$274K -$5.98K -145 -2%
HPA
530
High Probability Advisors
New York
$274K
ACM
531
Aurdan Capital Management
Pennsylvania
$274K
M
532
MOTCO
Texas
$268K
WTA
533
Washington Trust Advisors
Massachusetts
$267K
LFG
534
Lockerman Financial Group
California
$265K
CCC
535
Compass Capital Corp
Massachusetts
$265K -$238K -6,402 -47%
DI
536
Disciplined Investors
Texas
$265K -$4.53K -110 -2%
FFO
537
Fiduciary Family Office
Florida
$262K +$262K +6,366 New
BMCM
538
Bryn Mawr Capital Management
Pennsylvania
$260K
DFG
539
Delta Financial Group
New Jersey
$260K
VA
540
VestGen Advisors
Illinois
$260K +$260K +6,306 New
RWM
541
RKL Wealth Management
Pennsylvania
$259K
OWM
542
Orgel Wealth Management
Wisconsin
$259K
SWA
543
Sterling Wealth Advisors
Florida
$258K
KCM
544
KM Capital Management
Texas
$257K -$66.1K -1,604 -20%
PD
545
Planning Directions
Pennsylvania
$255K +$255K +6,189 New
LIM
546
Leavell Investment Management
Alabama
$252K
EP
547
Essential Planning
New Hampshire
$250K -$15.9M -385,758 -98%
ACI
548
Alpha Cubed Investments
California
$249K
WCM
549
Wealthcare Capital Management
Virginia
$249K -$3.71K -90 -1%
OP
550
ORG Partners
Indiana
$249K