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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
AAA
201
AG Asset Advisory
California
$4.15M
SFS
202
Summit Financial Strategies
Ohio
$4.08M
HWA
203
HMV Wealth Advisors
Louisiana
$3.89M
PAM
204
Pacific Asset Management
Washington
$3.89M
CIAS
205
CFS Investment Advisory Services
New Jersey
$3.83M
MML Investors Services
206
MML Investors Services
Massachusetts
$3.8M
Fidelity Investments
207
Fidelity Investments
Massachusetts
$3.79M
MGIA
208
Moneta Group Investment Advisors
Missouri
$3.7M
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$3.66M
PWM
210
Parkworth Wealth Management
California
$3.65M
TWM
211
Tumwater Wealth Management
Idaho
$3.58M
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$3.41M
WAN
213
Wealth Advisors Northwest
Oregon
$3.41M
BGWM
214
Bridge Generations Wealth Management
Florida
$3.35M
ACM
215
Aspen Capital Management
Idaho
$3.31M
TIAA Trust, National Association
216
TIAA Trust, National Association
North Carolina
$3.2M
WT
217
Washington Trust
Rhode Island
$3.18M
CA
218
Clearstead Advisors
Ohio
$3.14M
US Bancorp
219
US Bancorp
Minnesota
$3.14M
MWG
220
Martin Worley Group
Utah
$3.06M
Bank of New York Mellon
221
Bank of New York Mellon
New York
$3.05M
ZF
222
Zhang Financial
Michigan
$2.95M
JC
223
Jentner Corp
Ohio
$2.93M
QCM
224
Quantinno Capital Management
New York
$2.93M
AWP
225
Axis Wealth Partners
Rhode Island
$2.93M