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Dimensional US Marketwide Value ETF

479 hedge funds and large institutions have $5.92B invested in Dimensional US Marketwide Value ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
7.73%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.47%
New
81
Increased
160
Reduced
113
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWC
276
MBM Wealth Consultants
Missouri
$713K
W
277
WealthOne
New York
$713K +$1.04K +31 +0.1%
Renaissance Technologies
278
Renaissance Technologies
New York
$696K -$80.3K -2,400 -10%
KeyBank National Association
279
KeyBank National Association
Ohio
$686K
PAG
280
Private Advisor Group
New Jersey
$686K +$26K +1,216 +4%
Bessemer Group
281
Bessemer Group
New Jersey
$686K +$296K +8,830 +76%
IWM
282
IHT Wealth Management
Illinois
$681K -$19.3K -575 -3%
FC
283
Family CFO
California
$670K +$317K +9,456 +90%
RSWM
284
Robertson Stephens Wealth Management
California
$660K
B
285
Bailard
California
$659K
SVWAG
286
Sound View Wealth Advisors Group
Georgia
$639K +$639K +17,170 New
ANB
287
Amarillo National Bank
Texas
$639K
PMFA
288
Plante Moran Financial Advisors
Michigan
$636K
RCAG
289
Rehmann Capital Advisory Group
Michigan
$634K +$343K +10,230 +118%
AFAS
290
Acorn Financial Advisory Services
Virginia
$617K -$156K -4,665 -20%
RTL
291
Red Tortoise LLC
Georgia
$616K +$616K +18,394 New
FWP
292
Falcon Wealth Planning
California
$603K +$6.8K +203 +1%
DWA
293
Delap Wealth Advisory
Oregon
$600K +$600K +17,921 New
APP
294
Avantax Planning Partners
Iowa
$598K
PWLP
295
Prio Wealth Limited Partnership
Massachusetts
$596K
USCWA
296
U.S. Capital Wealth Advisors
Texas
$594K
NFP
297
Narus Financial Partners
Utah
$593K +$2.95K +88 +0.5%
WFA
298
WestHill Financial Advisors
California
$589K +$31.4K +939 +6%
CCMG
299
Clark Capital Management Group
Pennsylvania
$586K +$586K +17,507 New
TB
300
Treynor Bancshares
Iowa
$579K