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Dimensional US Marketwide Value ETF
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Overview Fund Activity

395 hedge funds and large institutions have $4.48B invested in Dimensional US Marketwide Value ETF in 2022 Q2 according to their latest regulatory filings, with 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAC
251
Mason & Associates (California)
California
$526K +$526K +16,655 New
CPFP
252
Clear Perspectives Financial Planning
Ohio
$525K +$525K +16,601 New
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$512K +$512K +16,182 New
TI
254
tru Independence
Oregon
$507K +$507K +16,043 New
VCP
255
Vista Capital Partners
Oregon
$506K +$506K +16,027 New
NFP
256
Narus Financial Partners
Utah
$493K +$493K +15,601 New
FOA
257
Five Oceans Advisors
California
$482K +$482K +15,250 New
EA
258
Efficient Advisors
Ohio
$476K +$476K +15,061 New
LB
259
Leo Brokerage
Texas
$466K +$466K +14,755 New
OFG
260
Oxford Financial Group
Indiana
$453K +$453K +14,330 New
BFA
261
Beacon Financial Advisory
Ohio
$451K +$451K +14,281 New
LNC
262
Lincoln National Corp
Pennsylvania
$444K +$444K +14,042 New
CA
263
Clearstead Advisors
Ohio
$443K +$443K +14,025 New
IA
264
IFG Advisors
Missouri
$442K +$442K +13,984 New
CFO
265
Collective Family Office
Pennsylvania
$438K +$438K +13,867 New
CFFP
266
Center for Financial Planning
Michigan
$418K +$418K +13,216 New
SWP
267
Stratos Wealth Partners
Ohio
$417K +$417K +13,198 New
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$416K +$416K +13,084 New
CBN
269
Cadence Bank NA
Texas
$411K +$411K +13,019 New
AC
270
AWM Capital
Arizona
$407K +$407K +12,878 New
CCM
271
Covington Capital Management
California
$404K +$404K +12,780 New
Franklin Resources
272
Franklin Resources
California
$398K +$398K +12,597 New
BAM
273
Baldrige Asset Management
Pennsylvania
$390K +$390K +12,355 New
DWT
274
Dorsey & Whitney Trust
South Dakota
$389K +$389K +12,316 New
BWM
275
BT Wealth Management
Georgia
$381K +$381K +12,064 New
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11
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