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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 %
MSWMA
251
Market Street Wealth Management Advisors
Indiana
$623K +$623K +21,026 New
IWM
252
IHT Wealth Management
Illinois
$619K +$22.2K +750 +4%
KeyBank National Association
253
KeyBank National Association
Ohio
$607K
WWM
254
Western Wealth Management
Colorado
$602K +$602K +20,314 New
CCWA
255
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$597K +$1.83K +62 +0.3%
B
256
Bailard
California
$583K
RSWM
257
Robertson Stephens Wealth Management
California
$583K
BJL
258
Brighton Jones LLC
Washington
$578K -$666K -22,519 -54%
ANB
259
Amarillo National Bank
Texas
$565K
PMFA
260
Plante Moran Financial Advisors
Michigan
$563K
MA
261
MUFG Americas
New York
$556K -$60.6K -2,045 -10%
AWM
262
AE Wealth Management
Kansas
$536K -$85.9K -2,898 -14%
VFP
263
Verus Financial Partners
Virginia
$532K +$274K +8,654 +107%
APP
264
Avantax Planning Partners
Iowa
$529K
FWP
265
Falcon Wealth Planning
California
$527K
PWLP
266
Prio Wealth Limited Partnership
Massachusetts
$527K
USCWA
267
U.S. Capital Wealth Advisors
Texas
$526K
NFP
268
Narus Financial Partners
Utah
$522K +$60K +2,025 +13%
KFI
269
Key Financial Inc
Pennsylvania
$514K
TB
270
Treynor Bancshares
Iowa
$512K
DWM
271
Dakota Wealth Management
Florida
$504K
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$503K +$23.6K +796 +5%
RK
273
Rather & Kittrell
Tennessee
$501K
DOA
274
D'Orazio & Associates
Virginia
$500K -$95.3K -3,219 -16%
WFA
275
WestHill Financial Advisors
California
$493K -$7.07K -239 -1%