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Dimensional US Marketwide Value ETF

665 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.03%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
198
Reduced
231
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BB
576
Bell Bank
North Dakota
$219K
HIP
577
HUB Investment Partners
Texas
$214K +$214K +5,203 New
MOS
578
MGO One Seven
Ohio
$214K +$1.36K +33 +0.6%
HI
579
Harbour Investments
Wisconsin
$213K +$3.54K +86 +2%
ODA
580
One Degree Advisors
California
$210K +$328 +8 +0.2%
HSA
581
HBK Sorce Advisory
Pennsylvania
$208K +$208K +5,057 New
WS
582
Wedbush Securities
California
$208K +$208K +5,058 New
T
583
Tableaux
Massachusetts
$208K -$5.23K -127 -2%
FDCP
584
Foster Dykema Cabot & Partners
Massachusetts
$206K
CCFM
585
Clear Creek Financial Management
Washington
$206K +$206K +4,998 New
WAOI
586
Wealth Advisors of Iowa
Iowa
$205K -$41.2K -1,000 -17%
NW
587
NewEdge Wealth
Pennsylvania
$203K
MPAM
588
Murphy Pohlad Asset Management
Minnesota
$203K
GFWA
589
Grey Fox Wealth Advisors
Delaware
$203K +$824 +20 +0.4%
Goldman Sachs
590
Goldman Sachs
New York
$202K +$202K +4,901 New
BA
591
Bellwether Advisors
Nebraska
$200K
RFA
592
Reyes Financial Architecture
California
$200K
Qube Research & Technologies (QRT)
593
Qube Research & Technologies (QRT)
United Kingdom
$191K -$132K -3,209 -41%
SN
594
Sittner & Nelson
Oregon
$186K +$80.2K +1,946 +76%
CA
595
Continuum Advisory
Idaho
$183K
SC
596
SouthState Corp
Florida
$182K +$182K +4,425 New
CCM
597
Coldstream Capital Management
Washington
$165K +$165K +3,993 New
IA
598
IFP Advisors
Florida
$156K +$3.67K +89 +2%
DFA
599
DHJJ Financial Advisors
Illinois
$153K
HR
600
Howe & Rusling
New York
$152K