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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 %
MGIA
201
Moneta Group Investment Advisors
Missouri
$3.61M +$87.8K +2,130 +2%
WAM
202
Weinberger Asset Management
California
$3.58M +$59.1K +1,434 +2%
PWM
203
Parkworth Wealth Management
California
$3.58M +$3.13K +76 +0.1%
TWM
204
Tumwater Wealth Management
Idaho
$3.49M
MML Investors Services
205
MML Investors Services
Massachusetts
$3.48M +$42K +1,019 +1%
WAN
206
Wealth Advisors Northwest
Oregon
$3.46M -$25.3K -615 -0.7%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$3.38M -$19.5K -474 -0.6%
CA
208
Clearstead Advisors
Ohio
$3.36M -$123K -2,976 -4%
ACM
209
Aspen Capital Management
Idaho
$3.27M +$3.27M +79,383 New
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$3.22M +$126K +3,053 +4%
JC
211
Jentner Corp
Ohio
$3.2M -$168K -4,069 -5%
WT
212
Washington Trust
Rhode Island
$3.1M
US Bancorp
213
US Bancorp
Minnesota
$3.07M -$6.1K -148 -0.2%
TIAA Trust, National Association
214
TIAA Trust, National Association
North Carolina
$3.06M -$1.81K -44 -0.1%
HWA
215
HMV Wealth Advisors
Louisiana
$3.04M -$102K -2,476 -3%
Bank of New York Mellon
216
Bank of New York Mellon
New York
$2.99M -$104K -2,521 -3%
MWG
217
Martin Worley Group
Utah
$2.98M -$4.78K -116 -0.2%
ZF
218
Zhang Financial
Michigan
$2.9M +$189K +4,577 +7%
BP
219
BWM Planning
Texas
$2.79M
PFS
220
Prospera Financial Services
Texas
$2.78M -$111K -2,693 -4%
AWP
221
Axis Wealth Partners
Rhode Island
$2.76M +$292K +7,082 +12%
QFA
222
Quantum Financial Advisors
California
$2.75M
DI
223
Disciplined Investments
Oklahoma
$2.74M -$129K -3,122 -4%
GJIA
224
Glass Jacobson Investment Advisors
Maryland
$2.73M
NHC
225
Nicholas Hoffman & Company
Georgia
$2.73M