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