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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
Osaic Holdings
151
Osaic Holdings
Arizona
$7.12M
SIS
152
Strategic Investment Solutions
Illinois
$7.09M
TCM
153
TruNorth Capital Management
Michigan
$6.92M
EWA
154
Exencial Wealth Advisors
Oklahoma
$6.83M
SA
155
Seneschal Advisors
Washington
$6.83M
Bank of America
156
Bank of America
North Carolina
$6.7M
WA
157
Wealthstream Advisors
New York
$6.64M
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$6.63M
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$6.53M
JWA
160
JFS Wealth Advisors
Pennsylvania
$6.4M
KWA
161
Kondo Wealth Advisors
California
$6.4M
CWM
162
CarsonAllaria Wealth Management
Illinois
$6.38M
CTWM
163
Cherry Tree Wealth Management
Minnesota
$6.32M
EFG
164
Embree Financial Group
Illinois
$6.23M
Jones Financial Companies
165
Jones Financial Companies
Missouri
$6.18M
SC
166
Shearwater Capital
Colorado
$6.11M
WAM
167
WNY Asset Management
New York
$6M
NWM
168
Northwest Wealth Management
Iowa
$5.85M
EFP
169
EnRich Financial Partners
Wisconsin
$5.77M
Truist Financial
170
Truist Financial
North Carolina
$5.69M
FNBSF
171
First National Bank Sioux Falls
South Dakota
$5.68M
GCA
172
Gradient Capital Advisors
California
$5.65M
BFPW
173
BOK Financial Private Wealth
Colorado
$5.6M
CCM
174
Colorado Capital Management
Colorado
$5.6M
LFS
175
Lutz Financial Services
Nebraska
$5.53M