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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
HH
576
HWG Holdings
Texas
$241K
WDL
577
Well Done LLC
Michigan
$240K
LF
578
Lantz Financial
Illinois
$239K
WJA
579
Willis Johnson & Associates
Texas
$237K
RP
580
Rowlandmiller & Partners
Georgia
$234K
RWM
581
Ritholtz Wealth Management
New York
$234K
EFG
582
Everhart Financial Group
Ohio
$233K
AHC
583
Anderson Hoagland & Co
Missouri
$229K
LIM
584
Leavell Investment Management
Alabama
$228K
AssetMark Inc
585
AssetMark Inc
California
$227K
NG
586
Norden Group
Utah
$226K
BB
587
Bell Bank
North Dakota
$224K
PRS
588
Pinkerton Retirement Specialists
Idaho
$223K
HIP
589
HUB Investment Partners
Texas
$220K
KFG
590
Kelly Financial Group
Connecticut
$216K
ODA
591
One Degree Advisors
California
$216K
HSA
592
HBK Sorce Advisory
Pennsylvania
$214K
SWP
593
Strategic Wealth Partners
Ohio
$213K
WAOI
594
Wealth Advisors of Iowa
Iowa
$211K
GFWA
595
Grey Fox Wealth Advisors
Delaware
$209K
MPAM
596
Murphy Pohlad Asset Management
Minnesota
$208K
NW
597
NewEdge Wealth
Pennsylvania
$208K
BA
598
Bellwether Advisors
Nebraska
$206K
RFA
599
Reyes Financial Architecture
California
$205K
SFM
600
Signet Financial Management
New Jersey
$202K