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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 %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$10.2M -$1.3M -30,702 -11%
SW
127
Simplicity Wealth
New Jersey
$9.93M +$4.98M +117,882 +101%
VPWA
128
Vestia Personal Wealth Advisors
Indiana
$9.87M +$1.01M +23,917 +11%
JWM
129
JDH Wealth Management
California
$9.63M +$539K +12,756 +6%
MCM
130
MAI Capital Management
Ohio
$9.33M -$1.11M -26,272 -11%
Wells Fargo
131
Wells Fargo
California
$9.17M +$692K +16,377 +8%
CWMA
132
Capstone Wealth Management (Alabama)
Alabama
$8.9M +$452K +10,683 +5%
TFA
133
Tobias Financial Advisors
Florida
$8.89M -$63.1K -1,493 -0.7%
VCM
134
Versant Capital Management
Arizona
$8.82M +$2.09M +49,523 +31%
WANY
135
Wealthspire Advisors (New York)
New York
$8.72M -$206K -4,877 -2%
RLWM
136
RF&L Wealth Management
Massachusetts
$8.71M +$28.8K +680 +0.3%
BH
137
Burk Holdings
Oklahoma
$8.61M +$6.77K +160 +0.1%
VWA
138
VSM Wealth Advisory
Maryland
$8.6M +$8.56M +202,074 +20,207%
LFA
139
Level Financial Advisors
New York
$8.44M -$16.8K -397 -0.2%
MHS
140
M Holdings Securities
Oregon
$8.15M +$4.32M +102,373 +113%
WRPWM
141
Werba Rubin Papier Wealth Management
California
$7.93M -$753K -17,820 -9%
PCM
142
Peirce Capital Management
Texas
$7.89M +$51.9K +1,227 +0.7%
FH
143
Financial Harvest
Florida
$7.85M +$7.85M +185,603 New
SCA
144
Strathmore Capital Advisors
North Carolina
$7.61M +$7.61M +177,443 New
AQR Capital Management
145
AQR Capital Management
Connecticut
$7.5M +$3.18M +75,202 +74%
EWA
146
EverSource Wealth Advisors
Alabama
$7.34M +$2.02M +47,891 +38%
AWM
147
Ariadne Wealth Management
California
$7.28M -$1.59M -36,467 -18%
SFC
148
Sprinkle Financial Consultants
Colorado
$7.17M -$2.47M -58,383 -26%
AWM
149
Aegis Wealth Management
Maryland
$7.16M
Osaic Holdings
150
Osaic Holdings
Arizona
$7.12M -$1.38M -33,553 -16%