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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
LG
176
LAM Group
Oregon
$5.51M
BIG
177
Builder Investment Group
Georgia
$5.39M
AWP
178
Abacus Wealth Partners
California
$5.39M
VWA
179
Visionary Wealth Advisors
Illinois
$5.31M
GAM
180
GEM Asset Management
Michigan
$5.24M
VCA
181
Verdence Capital Advisors
Maryland
$5.11M
AC
182
Annandale Capital
Texas
$5M
HWM
183
Hemington Wealth Management
Virginia
$4.99M
EK
184
Evensky & Katz
Florida
$4.96M
TWP
185
Total Wealth Planning
Ohio
$4.92M
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$4.78M
CAM
187
Cresset Asset Management
Illinois
$4.7M
IFS
188
Intelligent Financial Strategies
Minnesota
$4.68M
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$4.58M
SWP
190
Stratos Wealth Partners
Ohio
$4.57M
YCG
191
Yeomans Consulting Group
Georgia
$4.55M
FWM
192
FMB Wealth Management
California
$4.52M
UCFA
193
United Capital Financial Advisors
Texas
$4.51M
SFP
194
SwitchPoint Financial Planning
Utah
$4.36M
TWA
195
Trace Wealth Advisors
California
$4.28M
VAG
196
Vannoy Advisory Group
Texas
$4.26M
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
$4.24M
PA
198
PFG Advisors
Arizona
$4.23M
WAM
199
Weinberger Asset Management
California
$4.2M
IAG
200
Investment Advisory Group
Massachusetts
$4.15M