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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
SSWM
526
Smith Salley Wealth Management
North Carolina
$311K
EFP
527
Elser Financial Planning
Indiana
$310K
UB
528
UMB Bank
Missouri
$309K
SEIA
529
Signature Estate & Investment Advisors
California
$306K
MW
530
MBL Wealth
North Carolina
$306K
JIC
531
Joel Isaacson & Co
New York
$304K
CCC
532
Compass Capital Corp
Massachusetts
$303K
BF
533
BOK Financial
Oklahoma
$302K
CT
534
Caldwell Trust
Florida
$300K
CFGA
535
Cambridge Financial Group (Arizona)
Arizona
$297K
WWM
536
Whalen Wealth Management
Nevada
$294K
SFG
537
Sovereign Financial Group
Connecticut
$293K
ECM
538
Evergreen Capital Management
Washington
$288K
ACM
539
Advisors Capital Management
New Jersey
$285K
OA
540
Operose Advisors
Wisconsin
$285K
MCA
541
Maryland Capital Advisors
Maryland
$284K
PS
542
Principal Securities
Iowa
$283K
WW
543
Waterfront Wealth
Kansas
$281K
GWM
544
GSB Wealth Management
Connecticut
$281K
HPA
545
High Probability Advisors
New York
$281K
ACM
546
Aurdan Capital Management
Pennsylvania
$281K
GD
547
Grandfield & Dodd
New York
$278K
GSF
548
Grove Street Fiduciary
New Hampshire
$277K
MOS
549
MGO One Seven
Ohio
$275K
HI
550
Harbour Investments
Wisconsin
$274K