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Dimensional US Marketwide Value ETF

664 hedge funds and large institutions have $10.1B invested in Dimensional US Marketwide Value ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 196 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+62
Holders Change %
+10.3%
% of All Funds
8.84%
Holding in Top 10
108
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
88
Increased
203
Reduced
196
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSW
251
Stone Summit Wealth
Florida
$2.06M -$45.3K -1,107 -2%
TC
252
TAGStone Capital
North Carolina
$2.04M +$31.2K +763 +2%
B
253
BetterWealth
California
$1.98M +$5.85K +143 +0.3%
PW
254
Peninsula Wealth
California
$1.98M +$4.79K +117 +0.2%
2L
255
25 LLC
Missouri
$1.96M +$1.43K +35 +0.1%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$1.95M +$1.17M +28,646 +151%
FC
257
Family CFO
California
$1.91M +$324K +7,924 +20%
AA
258
Ancora Advisors
Ohio
$1.9M -$765K -18,689 -29%
VWA
259
Valued Wealth Advisors
Utah
$1.87M -$36.1K -883 -2%
NA
260
NewEdge Advisors
Louisiana
$1.86M +$143K +3,490 +8%
GRP
261
Global Retirement Partners
California
$1.79M +$115K +2,804 +7%
AP
262
Adero Partners
California
$1.78M -$97.8K -2,390 -5%
BTI
263
Blue Trust Inc
Georgia
$1.77M -$1.92K -47 -0.1%
William Blair & Company
264
William Blair & Company
Illinois
$1.77M +$6.51K +159 +0.4%
EH
265
Equitable Holdings
New York
$1.73M -$663K -16,203 -28%
TFO
266
Tarbox Family Office
California
$1.73M +$409 +10 +0%
CW
267
Curio Wealth
Maryland
$1.72M +$1.72M +42,128 New
WFA
268
Websterrogers Financial Advisors
South Carolina
$1.72M +$450 +11 +0%
IA
269
IFG Advisors
Missouri
$1.7M +$516K +12,611 +44%
RWM
270
Rialto Wealth Management
New York
$1.69M +$1.69M +41,283 New
BWMG
271
Bannerman Wealth Management Group
Texas
$1.68M +$1.68M +41,110 New
CRC
272
Curi RMB Capital
Illinois
$1.67M +$2.74K +67 +0.2%
BFA
273
Beacon Financial Advisory
Ohio
$1.63M +$13.2K +322 +0.8%
BCM
274
Basso Capital Management
Connecticut
$1.58M -$410K -10,010 -21%
CI
275
Cordant Inc
Oregon
$1.57M -$83.8K -2,048 -5%