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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
KSWA
526
Kathleen S. Wright Associates
Pennsylvania
$311K
SSWM
527
Smith Salley Wealth Management
North Carolina
$311K
EFP
528
Elser Financial Planning
Indiana
$310K
UB
529
UMB Bank
Missouri
$309K
SEIA
530
Signature Estate & Investment Advisors
California
$306K
MW
531
MBL Wealth
North Carolina
$306K
JIC
532
Joel Isaacson & Co
New York
$304K
CCC
533
Compass Capital Corp
Massachusetts
$303K
BF
534
BOK Financial
Oklahoma
$302K
CT
535
Caldwell Trust
Florida
$300K
CFGA
536
Cambridge Financial Group (Arizona)
Arizona
$297K
WWM
537
Whalen Wealth Management
Nevada
$294K
SFG
538
Sovereign Financial Group
Connecticut
$293K
ECM
539
Evergreen Capital Management
Washington
$288K
ACM
540
Advisors Capital Management
New Jersey
$285K
OA
541
Operose Advisors
Wisconsin
$285K
MCA
542
Maryland Capital Advisors
Maryland
$284K
PS
543
Principal Securities
Iowa
$283K
WW
544
Waterfront Wealth
Kansas
$281K
GWM
545
GSB Wealth Management
Connecticut
$281K
HPA
546
High Probability Advisors
New York
$281K
ACM
547
Aurdan Capital Management
Pennsylvania
$281K
GD
548
Grandfield & Dodd
New York
$278K
GSF
549
Grove Street Fiduciary
New Hampshire
$277K
MOS
550
MGO One Seven
Ohio
$275K