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Dimensional US Marketwide Value ETF

663 hedge funds and large institutions have $10.4B invested in Dimensional US Marketwide Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 222 increasing their positions, 222 reducing their positions, and 25 closing their positions.

Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
8.9%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.36%
New
41
Increased
222
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RP
576
Rowlandmiller & Partners
Georgia
$234K
RWM
577
Ritholtz Wealth Management
New York
$234K
EFG
578
Everhart Financial Group
Ohio
$233K -$3.21K -76 -1%
AHC
579
Anderson Hoagland & Co
Missouri
$229K +$229K +5,419 New
LIM
580
Leavell Investment Management
Alabama
$228K -$31K -734 -12%
AssetMark Inc
581
AssetMark Inc
California
$227K +$87.8K +2,076 +63%
NG
582
Norden Group
Utah
$226K +$1.06K +25 +0.5%
BB
583
Bell Bank
North Dakota
$224K
PRS
584
Pinkerton Retirement Specialists
Idaho
$223K +$223K +5,265 New
HIP
585
HUB Investment Partners
Texas
$220K
KFG
586
Kelly Financial Group
Connecticut
$216K +$216K +5,117 New
ODA
587
One Degree Advisors
California
$216K +$379 +9 +0.2%
HSA
588
HBK Sorce Advisory
Pennsylvania
$214K
SWP
589
Strategic Wealth Partners
Ohio
$213K +$213K +5,048 New
WAOI
590
Wealth Advisors of Iowa
Iowa
$211K
GFWA
591
Grey Fox Wealth Advisors
Delaware
$209K +$972 +23 +0.5%
MPAM
592
Murphy Pohlad Asset Management
Minnesota
$208K
NW
593
NewEdge Wealth
Pennsylvania
$208K
BA
594
Bellwether Advisors
Nebraska
$206K
RFA
595
Reyes Financial Architecture
California
$205K
SFM
596
Signet Financial Management
New Jersey
$202K +$202K +4,787 New
M
597
MOTCO
Texas
$202K -$74.1K -1,743 -27%
CIC
598
Carnegie Investment Counsel
Ohio
$201K +$201K +4,764 New
SC
599
SouthState Corp
Florida
$161K -$25.9K -612 -14%
BAM
600
Bellevue Asset Management
Washington
$158K +$158K +3,743 New