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Dimensional US Marketwide Value ETF

664 hedge funds and large institutions have $9.97B invested in Dimensional US Marketwide Value ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 197 increasing their positions, 231 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.02%
Holding in Top 10
102
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.56%
% of All Funds
1.39%
New
43
Increased
197
Reduced
231
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
126
Sprinkle Financial Consultants
Colorado
$9.4M -$376K -9,136 -4%
Morgan Stanley
127
Morgan Stanley
New York
$9.1M +$1.24M +30,043 +16%
JWM
128
JDH Wealth Management
California
$8.86M +$154K +3,749 +2%
SIS
129
Strategic Investment Solutions
Illinois
$8.78M -$2.11M -51,263 -19%
TFA
130
Tobias Financial Advisors
Florida
$8.72M -$152K -3,677 -2%
WANY
131
Wealthspire Advisors (New York)
New York
$8.7M -$58.7K -1,425 -0.7%
VPWA
132
Vestia Personal Wealth Advisors
Indiana
$8.63M +$627K +15,231 +8%
Osaic Holdings
133
Osaic Holdings
Arizona
$8.52M +$1.16M +28,244 +16%
RLWM
134
RF&L Wealth Management
Massachusetts
$8.46M -$162K -3,940 -2%
WRPWM
135
Werba Rubin Papier Wealth Management
California
$8.46M -$29.5K -716 -0.3%
BH
136
Burk Holdings
Oklahoma
$8.39M +$803K +19,482 +11%
Wells Fargo
137
Wells Fargo
California
$8.26M +$346K +8,385 +4%
LFA
138
Level Financial Advisors
New York
$8.25M -$4.95K -120 -0.1%
CWMA
139
Capstone Wealth Management (Alabama)
Alabama
$8.23M +$43.8K +1,063 +0.5%
AWM
140
Ariadne Wealth Management
California
$8.16M -$65.3K -1,628 -0.8%
EFG
141
Embree Financial Group
Illinois
$7.73M -$1.4M -33,952 -15%
PCM
142
Peirce Capital Management
Texas
$7.64M -$126K -3,050 -2%
AWM
143
Aegis Wealth Management
Maryland
$7.16M -$77.7K -1,885 -1%
EWA
144
Exencial Wealth Advisors
Oklahoma
$7.11M -$61K -1,481 -0.9%
TCM
145
TruNorth Capital Management
Michigan
$6.76M -$28.7K -697 -0.4%
SA
146
Seneschal Advisors
Washington
$6.6M -$19K -461 -0.3%
JWA
147
JFS Wealth Advisors
Pennsylvania
$6.56M -$820K -19,889 -11%
VCM
148
Versant Capital Management
Arizona
$6.55M +$2.18K +53 +0%
CCM
149
Colorado Capital Management
Colorado
$6.54M -$93.2K -2,261 -1%
WA
150
Wealthstream Advisors
New York
$6.48M -$88.5K -2,147 -1%