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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
LFG
101
Larson Financial Group
Missouri
$14.1M
UBS Group
102
UBS Group
Switzerland
$13.9M
PS
103
Pinney & Scofield
Massachusetts
$13.8M
SWM
104
Spire Wealth Management
Virginia
$13.5M
FSWA
105
Financial Synergies Wealth Advisors
Texas
$13.4M
NWM
106
Navigoe Wealth Management
California
$13.3M
ALWM
107
Andrews Lucia Wealth Management
California
$13.1M
AUB
108
Atlantic Union Bankshares
Virginia
$13.1M
CWS
109
Confluence Wealth Services
Pennsylvania
$12.9M
AFG
110
Altiora Financial Group
Ohio
$12.8M
DPI
111
Diversified Portfolios Inc
Michigan
$12.8M
SWM
112
Sterling Wealth Management
Illinois
$12.7M
EWA
113
EP Wealth Advisors
California
$12.2M
NDWM
114
New Dimensions Wealth Management
Texas
$11.9M
KAM
115
Kraft Asset Management
Tennessee
$11.9M
SIMC
116
Squire Investment Management Company
Utah
$11.9M
SWG
117
Summit Wealth Group
Vermont
$11.9M
AA
118
Addison Advisors
Vermont
$11.8M
GLLW
119
Graves Light Lenhart Wealth
Virginia
$11.5M
Morgan Stanley
120
Morgan Stanley
New York
$11.3M
BA
121
Bridgewater Advisors
New York
$11.1M
LFA
122
Lauterbach Financial Advisors
Texas
$11.1M
KAS
123
Kestra Advisory Services
Texas
$10.9M
BW
124
BIP Wealth
Georgia
$10.8M
AFG
125
Atomi Financial Group
New York
$10.3M