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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 %
MA
276
Mutual Advisors
Nebraska
$805K +$33 +1 +0%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$803K +$40.9K +1,222 +5%
RJA
278
Raymond James & Associates
Florida
$801K +$33.9K +1,013 +4%
IA
279
IFG Advisory
Georgia
$783K -$19K -567 -2%
PFM
280
Phillips Financial Management
Indiana
$775K +$2.51K +75 +0.3%
CPSAC
281
Chas P. Smith & Associates (CPS)
Florida
$769K
SWM
282
Seaside Wealth Management
California
$751K -$45.2K -1,353 -6%
Empower Advisory Group
283
Empower Advisory Group
Colorado
$750K +$750K +22,219 New
FC
284
Family CFO
California
$742K +$71.9K +2,147 +11%
LWM
285
LJI Wealth Management
Indiana
$736K +$308K +9,185 +72%
FWTB
286
First Western Trust Bank
Colorado
$735K -$90.7K -2,708 -11%
MWC
287
MBM Wealth Consultants
Missouri
$716K
W
288
WealthOne
New York
$713K -$268 -8 -0%
CCWA
289
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$708K -$13.7K -410 -2%
SW
290
SVB Wealth
Massachusetts
$701K -$24.2K -724 -3%
Bessemer Group
291
Bessemer Group
New Jersey
$697K +$11K +329 +2%
KeyBank National Association
292
KeyBank National Association
Ohio
$686K
IWM
293
IHT Wealth Management
Illinois
$684K +$2.71K +81 +0.4%
RSWM
294
Robertson Stephens Wealth Management
California
$660K
B
295
Bailard
California
$649K -$9.64K -288 -1%
DWT
296
Dorsey & Whitney Trust
South Dakota
$642K +$239K +7,146 +59%
IAIM
297
International Assets Investment Management
Florida
$640K +$640K +23,859 New
ANB
298
Amarillo National Bank
Texas
$639K
PMFA
299
Plante Moran Financial Advisors
Michigan
$636K
RTL
300
Red Tortoise LLC
Georgia
$616K