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Dimensional US Marketwide Value ETF

665 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, 224 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
Holders Change %
0%
% of All Funds
8.92%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.35%
New
41
Increased
224
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
601
SouthState Corp
Florida
$161K -$25.9K -612 -14%
BAM
602
Bellevue Asset Management
Washington
$158K +$158K +3,743 New
DFA
603
DHJJ Financial Advisors
Illinois
$157K
SN
604
Sittner & Nelson
Oregon
$156K -$34.4K -813 -18%
HR
605
Howe & Rusling
New York
$155K
GWM
606
Grand Wealth Management
Michigan
$151K
AF
607
Advisornet Financial
Minnesota
$150K +$592 +14 +0.4%
Russell Investments Group
608
Russell Investments Group
United Kingdom
$149K +$80.3K +1,900 +117%
HFS
609
Hantz Financial Services
Michigan
$142K +$142K +3,354 New
BIG
610
Brooklyn Investment Group
New York
$142K +$142K +3,354 New
IWA
611
Icon Wealth Advisors
Texas
$138K
SIS
612
Sound Income Strategies
Florida
$136K
WTC
613
WhitTier Trust Company
Nevada
$122K
PP
614
PrairieView Partners
Minnesota
$122K -$1.77K -42 -1%
PCFFS
615
Pacific Center for Financial Services
California
$120K
JHCP
616
Jackson Hole Capital Partners
Oklahoma
$117K +$550 +13 +0.5%
CSC
617
Caldwell Sutter Capital
California
$114K
LBC
618
Lowe Brockenbrough & Co
Virginia
$109K +$109K +2,583 New
FDCP
619
Foster Dykema Cabot & Partners
Massachusetts
$107K -$104K -2,467 -49%
HNB
620
Hilltop National Bank
Wyoming
$106K +$106K +2,497 New
GWANC
621
Guardian Wealth Advisors (North Carolina)
North Carolina
$105K
AP
622
Aspect Partners
Virginia
$94.9K
TCA
623
Trifecta Capital Advisors
Illinois
$89.9K
KPP
624
Kings Path Partners
Texas
$89.5K +$85.2K +2,016 +1,996%
ACA
625
American Capital Advisory
Idaho
$85.9K