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Dimensional US Marketwide Value ETF

664 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, 223 increasing their positions, 222 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
0%
% 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
1.35%
New
41
Increased
223
Reduced
222
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
651
Tortoise Investment Management
New York
$22.8K -$68K -1,608 -75%
AIC
652
Archer Investment Corporation
Indiana
$21.9K
PA
653
Pineridge Advisors
Missouri
$21.2K +$127 +3 +0.6%
AF
654
Alerus Financial
North Dakota
$20.5K +$20.5K +485 New
IWP
655
IAG Wealth Partners
Wisconsin
$19.3K
SC
656
Steph & Co
Wisconsin
$18.9K
SRCM
657
Signature Resources Capital Management
California
$15.5K
FGC
658
Financial Gravity Companies
Texas
$14.8K +$14.8K +350 New
TCM
659
Traub Capital Management
Massachusetts
$12.3K +$12.3K +290 New
BFS
660
Bare Financial Services
Pennsylvania
$8.79K
HIA
661
Harbor Investment Advisory
Maryland
$8.58K
T
662
Transce3nd
Texas
$7.82K
TFGT
663
TS Financial Group (TSFG)
Illinois
$3K
IHWM
664
Iron Horse Wealth Management
Iowa
$2.07K
PWAM
665
Private Wealth Asset Management
Iowa
-$928K -22,521 Closed
FCI
666
Financial Counselors Inc
Kansas
-$802K -19,454 Closed
TC
667
TownSquare Capital
Utah
-$609K -14,788 Closed
CWM
668
Castle Wealth Management
Florida
-$506K -12,273 Closed
SWA
669
Stratos Wealth Advisors
Ohio
-$412K -10,000 Closed
PA
670
Procyon Advisors
Connecticut
-$365K -8,864 Closed
Fisher Asset Management
671
Fisher Asset Management
Washington
-$356K -8,644 Closed
MHFA
672
Mission Hills Financial Advisory
California
-$295K -7,149 Closed
PD
673
Planning Directions
Pennsylvania
-$255K -6,189 Closed
WCM
674
Wealthcare Capital Management
Virginia
-$249K -6,053 Closed
PIA
675
Perennial Investment Advisors
California
-$246K -5,965 Closed