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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
UCB
651
United Community Bank
South Carolina
$27.4K
TC
652
Truvestments Capital
Florida
$26.4K
PAG
653
Paladin Advisory Group
Iowa
$26.3K
SAM
654
S.A. Mason
Michigan
$25.5K
TIM
655
Tortoise Investment Management
New York
$22.8K
AIC
656
Archer Investment Corporation
Indiana
$21.9K
PA
657
Pineridge Advisors
Missouri
$21.2K
AF
658
Alerus Financial
North Dakota
$20.5K
IWP
659
IAG Wealth Partners
Wisconsin
$19.3K
SWIM
660
Smallwood Wealth Investment Management
New Jersey
$18.9K
SC
661
Steph & Co
Wisconsin
$18.9K
SRCM
662
Signature Resources Capital Management
California
$15.5K
FGC
663
Financial Gravity Companies
Texas
$14.8K
TCM
664
Traub Capital Management
Massachusetts
$12.3K
BFS
665
Bare Financial Services
Pennsylvania
$8.79K
HIA
666
Harbor Investment Advisory
Maryland
$8.58K
T
667
Transce3nd
Texas
$7.82K
TFGT
668
TS Financial Group (TSFG)
Illinois
$3K
IHWM
669
Iron Horse Wealth Management
Iowa
$2.07K
PWAM
670
Private Wealth Asset Management
Iowa
FCI
671
Financial Counselors Inc
Kansas
TC
672
TownSquare Capital
Utah
CWM
673
Castle Wealth Management
Florida
SWA
674
Stratos Wealth Advisors
Ohio
PA
675
Procyon Advisors
Connecticut