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Dimensional US Marketwide Value ETF

663 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, 222 increasing their positions, 222 reducing their positions, and 25 closing their positions.

Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
8.9%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.36%
New
41
Increased
222
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
651
Archer Investment Corporation
Indiana
$21.9K
PA
652
Pineridge Advisors
Missouri
$21.2K +$127 +3 +0.6%
AF
653
Alerus Financial
North Dakota
$20.5K +$20.5K +485 New
IWP
654
IAG Wealth Partners
Wisconsin
$19.3K
SC
655
Steph & Co
Wisconsin
$18.9K
SRCM
656
Signature Resources Capital Management
California
$15.5K
FGC
657
Financial Gravity Companies
Texas
$14.8K +$14.8K +350 New
TCM
658
Traub Capital Management
Massachusetts
$12.3K +$12.3K +290 New
BFS
659
Bare Financial Services
Pennsylvania
$8.79K
HIA
660
Harbor Investment Advisory
Maryland
$8.58K
T
661
Transce3nd
Texas
$7.82K
TFGT
662
TS Financial Group (TSFG)
Illinois
$3K
IHWM
663
Iron Horse Wealth Management
Iowa
$2.07K
PWAM
664
Private Wealth Asset Management
Iowa
-$928K -22,521 Closed
FCI
665
Financial Counselors Inc
Kansas
-$802K -19,454 Closed
TC
666
TownSquare Capital
Utah
-$609K -14,788 Closed
CWM
667
Castle Wealth Management
Florida
-$506K -12,273 Closed
SWA
668
Stratos Wealth Advisors
Ohio
-$412K -10,000 Closed
PA
669
Procyon Advisors
Connecticut
-$365K -8,864 Closed
Fisher Asset Management
670
Fisher Asset Management
Washington
-$356K -8,644 Closed
MHFA
671
Mission Hills Financial Advisory
California
-$295K -7,149 Closed
PD
672
Planning Directions
Pennsylvania
-$255K -6,189 Closed
WCM
673
Wealthcare Capital Management
Virginia
-$249K -6,053 Closed
PIA
674
Perennial Investment Advisors
California
-$246K -5,965 Closed
AIM
675
Archer Investment Management
Texas
-$223K -5,405 Closed