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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
HI
551
Harbour Investments
Wisconsin
$274K
WTA
552
Washington Trust Advisors
Massachusetts
$273K
LFG
553
Lockerman Financial Group
California
$272K
FFO
554
Fiduciary Family Office
Florida
$269K
SWA
555
Sterling Wealth Advisors
Florida
$268K
RWM
556
RKL Wealth Management
Pennsylvania
$266K
OWM
557
Orgel Wealth Management
Wisconsin
$266K
KCM
558
KM Capital Management
Texas
$265K
LW
559
Lauer Wealth
Indiana
$261K
OP
560
ORG Partners
Indiana
$259K
EP
561
Essential Planning
New Hampshire
$258K
DI
562
Disciplined Investors
Texas
$257K
CWP
563
Cyndeo Wealth Partners
Florida
$257K
ACI
564
Alpha Cubed Investments
California
$256K
TCA
565
Transcend Capital Advisors
New Jersey
$252K
SFG
566
Stonebridge Financial Group
Pennsylvania
$252K
CA
567
CGN Advisors
Kansas
$251K
IF
568
Intrua Financial
Texas
$251K
SFG
569
SevenBridge Financial Group
Pennsylvania
$248K
BOC
570
Bull Oak Capital
California
$247K
OFP
571
OLIO Financial Planning
Virginia
$247K
FB
572
First Bancorp
Maine
$247K
RA
573
Rise Advisors
New York
$245K
VPF
574
Vantage Point Financial
Illinois
$245K
NAM
575
NTV Asset Management
West Virginia
$241K