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Dimensional US Marketwide Value ETF

669 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, 226 increasing their positions, 221 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
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
SFM
601
Signet Financial Management
New Jersey
$202K
M
602
MOTCO
Texas
$202K
CIC
603
Carnegie Investment Counsel
Ohio
$201K
SC
604
SouthState Corp
Florida
$161K
BAM
605
Bellevue Asset Management
Washington
$158K
DFA
606
DHJJ Financial Advisors
Illinois
$157K
SN
607
Sittner & Nelson
Oregon
$156K
HR
608
Howe & Rusling
New York
$155K
GWM
609
Grand Wealth Management
Michigan
$151K
AF
610
Advisornet Financial
Minnesota
$150K
Russell Investments Group
611
Russell Investments Group
United Kingdom
$149K
HFS
612
Hantz Financial Services
Michigan
$142K
BIG
613
Brooklyn Investment Group
New York
$142K
IWA
614
Icon Wealth Advisors
Texas
$138K
SIS
615
Sound Income Strategies
Florida
$136K
WTC
616
WhitTier Trust Company
Nevada
$122K
PP
617
PrairieView Partners
Minnesota
$122K
PCFFS
618
Pacific Center for Financial Services
California
$120K
JHCP
619
Jackson Hole Capital Partners
Oklahoma
$117K
CSC
620
Caldwell Sutter Capital
California
$114K
LBC
621
Lowe Brockenbrough & Co
Virginia
$109K
FDCP
622
Foster Dykema Cabot & Partners
Massachusetts
$107K
HNB
623
Hilltop National Bank
Wyoming
$106K
GWANC
624
Guardian Wealth Advisors (North Carolina)
North Carolina
$105K
AP
625
Aspect Partners
Virginia
$94.9K