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Dimensional US Marketwide Value ETF

424 hedge funds and large institutions have $4.74B invested in Dimensional US Marketwide Value ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+29
Holders Change %
+7.34%
% of All Funds
7.33%
Holding in Top 10
76
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.04%
% of All Funds
1.31%
New
57
Increased
150
Reduced
103
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
226
FAS Wealth Partners
Kansas
$767K +$3.97K +134 +0.5%
BPC
227
Banque Pictet & Cie
Switzerland
$765K
PNAA
228
Pictet North America Advisors
Switzerland
$765K
AWS
229
Atria Wealth Solutions
New York
$762K +$30 +1 +0%
BC
230
Burleson & Co
California
$757K
ZF
231
Zhang Financial
Michigan
$747K -$16.4K -554 -2%
FC
232
Financial Council
Maryland
$728K
PFBT
233
Parkside Financial Bank & Trust
Missouri
$725K
OPS
234
Orion Portfolio Solutions
Nebraska
$716K +$32.9K +1,111 +5%
BWP
235
Balboa Wealth Partners
Arizona
$713K +$713K +24,091 New
MA
236
Mutual Advisors
Nebraska
$712K -$1.78K -60 -0.2%
CB
237
Commerce Bank
Missouri
$697K +$182K +6,164 +35%
Renaissance Technologies
238
Renaissance Technologies
New York
$687K +$687K +23,200 New
CPSAC
239
Chas P. Smith & Associates (CPS)
Florida
$683K -$2.96K -100 -0.4%
AFAS
240
Acorn Financial Advisory Services
Virginia
$683K +$683K +23,081 New
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$674K
BMCM
242
Bryn Mawr Capital Management
Pennsylvania
$673K -$76.5K -2,584 -10%
CG
243
Colony Group
Massachusetts
$670K
EIA
244
Eldridge Investment Advisors
New Hampshire
$661K +$355K +11,997 +116%
PCA
245
Personal Capital Advisors
California
$658K +$32.8K +1,108 +5%
RJA
246
Raymond James & Associates
Florida
$657K
DAS
247
Dynamic Advisor Solutions
Arizona
$656K +$86K +2,904 +15%
MWC
248
MBM Wealth Consultants
Missouri
$654K +$654K +21,375 New
BB
249
Busey Bank
Illinois
$639K
W
250
WealthOne
New York
$630K +$1.22K +41 +0.2%