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Dimensional US Marketwide Value ETF

489 hedge funds and large institutions have $5.89B invested in Dimensional US Marketwide Value ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
7.83%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.34%
New
35
Increased
164
Reduced
158
Closed
14
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Shares
Change %
BB
251
Busey Bank
Illinois
$970K +$247K +7,365 +34%
JIC
252
Johnson Investment Counsel
Ohio
$947K
MWM
253
Mission Wealth Management
California
$937K -$5.83K -174 -0.6%
TI
254
tru Independence
Oregon
$936K
CF
255
Cantor Fitzgerald
New York
$924K
BJL
256
Brighton Jones LLC
Washington
$917K +$3.98K +119 +0.4%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$900K +$3.88K +116 +0.4%
PA
258
Parallel Advisors
California
$892K +$13.1K +392 +1%
GC
259
Garde Capital
Washington
$891K
VFP
260
Verus Financial Partners
Virginia
$891K +$144K +4,440 +19%
CWM
261
Curi Wealth Management
North Carolina
$883K +$2.04K +61 +0.2%
LIA
262
LBMC Investment Advisors
Tennessee
$875K +$1.64K +49 +0.2%
FWP
263
FAS Wealth Partners
Kansas
$875K +$3.98K +119 +0.5%
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$874K +$874K +26,109 New
BPC
265
Banque Pictet & Cie
Switzerland
$865K
PNAA
266
Pictet North America Advisors
Switzerland
$865K
MWM
267
Marietta Wealth Management
Georgia
$864K -$46.6K -1,393 -5%
CRC
268
Curi RMB Capital
Illinois
$851K +$851K +25,420 New
AC
269
AWM Capital
Arizona
$851K +$322K +9,604 +61%
TC
270
TownSquare Capital
Utah
$848K -$262K -7,813 -24%
CWS
271
Confluence Wealth Services
Pennsylvania
$828K -$502 -15 -0.1%
AWS
272
Atria Wealth Solutions
New York
$828K -$33.5K -1,000 -4%
FC
273
Financial Council
Maryland
$823K
Goldman Sachs
274
Goldman Sachs
New York
$820K +$820K +24,492 New
BWP
275
Balboa Wealth Partners
Arizona
$807K