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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
RFA
126
RTD Financial Advisors
Pennsylvania
$10.2M
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$10.2M
SW
128
Simplicity Wealth
New Jersey
$9.93M
VPWA
129
Vestia Personal Wealth Advisors
Indiana
$9.87M
JWM
130
JDH Wealth Management
California
$9.63M
MCM
131
MAI Capital Management
Ohio
$9.33M
Wells Fargo
132
Wells Fargo
California
$9.17M
CWMA
133
Capstone Wealth Management (Alabama)
Alabama
$8.9M
TFA
134
Tobias Financial Advisors
Florida
$8.89M
VCM
135
Versant Capital Management
Arizona
$8.82M
WANY
136
Wealthspire Advisors (New York)
New York
$8.72M
RLWM
137
RF&L Wealth Management
Massachusetts
$8.71M
BH
138
Burk Holdings
Oklahoma
$8.61M
VWA
139
VSM Wealth Advisory
Maryland
$8.6M
LFA
140
Level Financial Advisors
New York
$8.44M
MHS
141
M Holdings Securities
Oregon
$8.15M
WRPWM
142
Werba Rubin Papier Wealth Management
California
$7.93M
PCM
143
Peirce Capital Management
Texas
$7.89M
FH
144
Financial Harvest
Florida
$7.85M
SCA
145
Strathmore Capital Advisors
North Carolina
$7.61M
AQR Capital Management
146
AQR Capital Management
Connecticut
$7.5M
EWA
147
EverSource Wealth Advisors
Alabama
$7.34M
AWM
148
Ariadne Wealth Management
California
$7.28M
SFC
149
Sprinkle Financial Consultants
Colorado
$7.17M
AWM
150
Aegis Wealth Management
Maryland
$7.16M