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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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$6.45M -$952K -23,111 -13%
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$6.38M -$385K -9,353 -6%
CWM
153
CarsonAllaria Wealth Management
Illinois
$6.23M -$21.7K -527 -0.3%
CTWM
154
Cherry Tree Wealth Management
Minnesota
$6.17M +$70.8K +1,718 +1%
KWA
155
Kondo Wealth Advisors
California
$6.1M -$51.1K -1,240 -0.8%
WAM
156
WNY Asset Management
New York
$6.03M -$260K -6,298 -4%
SC
157
Shearwater Capital
Colorado
$5.96M -$1.73K -42 -0%
EFP
158
EnRich Financial Partners
Wisconsin
$5.74M -$65.5K -1,590 -1%
AWP
159
Abacus Wealth Partners
California
$5.73M -$78.1K -1,895 -1%
NWM
160
Northwest Wealth Management
Iowa
$5.54M +$210K +5,095 +4%
FNBSF
161
First National Bank Sioux Falls
South Dakota
$5.53M
Truist Financial
162
Truist Financial
North Carolina
$5.5M -$87.2K -2,117 -2%
LFS
163
Lutz Financial Services
Nebraska
$5.47M -$184K -4,464 -3%
BFPW
164
BOK Financial Private Wealth
Colorado
$5.46M -$43.4K -1,052 -0.8%
LG
165
LAM Group
Oregon
$5.37M -$66K -1,602 -1%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$5.33M +$1.4M +34,282 +36%
GCA
167
Gradient Capital Advisors
California
$5.33M +$28.6K +695 +0.5%
BIG
168
Builder Investment Group
Georgia
$5.25M
EWA
169
EverSource Wealth Advisors
Alabama
$5.18M
GAM
170
GEM Asset Management
Michigan
$5.07M -$112K -2,716 -2%
VCA
171
Verdence Capital Advisors
Maryland
$4.98M
VWA
172
Visionary Wealth Advisors
Illinois
$4.97M +$168K +4,081 +4%
TWP
173
Total Wealth Planning
Ohio
$4.96M -$152K -3,678 -3%
EK
174
Evensky & Katz
Florida
$4.93M -$84.2K -2,044 -2%
Bank of America
175
Bank of America
North Carolina
$4.92M +$102K +2,471 +2%