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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
AFG
126
Atomi Financial Group
New York
$10.3M
RFA
127
RTD Financial Advisors
Pennsylvania
$10.2M
JP Morgan Chase
128
JP Morgan Chase
New York
$10.2M
SW
129
Simplicity Wealth
New Jersey
$9.93M
VPWA
130
Vestia Personal Wealth Advisors
Indiana
$9.87M
JWM
131
JDH Wealth Management
California
$9.63M
MCM
132
MAI Capital Management
Ohio
$9.33M
Wells Fargo
133
Wells Fargo
California
$9.17M
CWMA
134
Capstone Wealth Management (Alabama)
Alabama
$8.9M
TFA
135
Tobias Financial Advisors
Florida
$8.89M
VCM
136
Versant Capital Management
Arizona
$8.82M
WANY
137
Wealthspire Advisors (New York)
New York
$8.72M
RLWM
138
RF&L Wealth Management
Massachusetts
$8.71M
BH
139
Burk Holdings
Oklahoma
$8.61M
VWA
140
VSM Wealth Advisory
Maryland
$8.6M
LFA
141
Level Financial Advisors
New York
$8.44M
MHS
142
M Holdings Securities
Oregon
$8.15M
WRPWM
143
Werba Rubin Papier Wealth Management
California
$7.93M
PCM
144
Peirce Capital Management
Texas
$7.89M
FH
145
Financial Harvest
Florida
$7.85M
SCA
146
Strathmore Capital Advisors
North Carolina
$7.61M
AQR Capital Management
147
AQR Capital Management
Connecticut
$7.5M
EWA
148
EverSource Wealth Advisors
Alabama
$7.34M
AWM
149
Ariadne Wealth Management
California
$7.28M
SFC
150
Sprinkle Financial Consultants
Colorado
$7.17M