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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
M
601
MOTCO
Texas
$202K
CIC
602
Carnegie Investment Counsel
Ohio
$201K
SC
603
SouthState Corp
Florida
$161K
BAM
604
Bellevue Asset Management
Washington
$158K
DFA
605
DHJJ Financial Advisors
Illinois
$157K
SN
606
Sittner & Nelson
Oregon
$156K
HR
607
Howe & Rusling
New York
$155K
GWM
608
Grand Wealth Management
Michigan
$151K
AF
609
Advisornet Financial
Minnesota
$150K
Russell Investments Group
610
Russell Investments Group
United Kingdom
$149K
HFS
611
Hantz Financial Services
Michigan
$142K
BIG
612
Brooklyn Investment Group
New York
$142K
IWA
613
Icon Wealth Advisors
Texas
$138K
SIS
614
Sound Income Strategies
Florida
$136K
WTC
615
WhitTier Trust Company
Nevada
$122K
PP
616
PrairieView Partners
Minnesota
$122K
PCFFS
617
Pacific Center for Financial Services
California
$120K
JHCP
618
Jackson Hole Capital Partners
Oklahoma
$117K
CSC
619
Caldwell Sutter Capital
California
$114K
LBC
620
Lowe Brockenbrough & Co
Virginia
$109K
FDCP
621
Foster Dykema Cabot & Partners
Massachusetts
$107K
HNB
622
Hilltop National Bank
Wyoming
$106K
GWANC
623
Guardian Wealth Advisors (North Carolina)
North Carolina
$105K
AP
624
Aspect Partners
Virginia
$94.9K
TCA
625
Trifecta Capital Advisors
Illinois
$89.9K