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Dimensional US Marketwide Value ETF

488 hedge funds and large institutions have $6.88B invested in Dimensional US Marketwide Value ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 167 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
7.78%
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
21
Increased
167
Reduced
164
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
276
Phillips Financial Management
Indiana
$794K +$2.86K +84 +0.4%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$790K -$70.1K -2,060 -8%
APP
278
Avantax Planning Partners
Iowa
$781K +$176K +5,179 +29%
CG
279
Colony Group
Massachusetts
$780K +$2.79K +82 +0.4%
LWM
280
LJI Wealth Management
Indiana
$771K -$20.5M -602,560 -96%
SWM
281
Seaside Wealth Management
California
$766K +$1.16K +34 +0.2%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$764K +$423K +12,439 +124%
AFGAS
283
Allegiance Financial Group Advisory Services
Virginia
$758K +$102 +3 +0%
RJA
284
Raymond James & Associates
Florida
$758K -$96.2K -2,827 -11%
Empower Advisory Group
285
Empower Advisory Group
Colorado
$745K -$10.8K -317 -1%
CCWA
286
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$723K -$11.9K -351 -2%
CPSAC
287
Chas P. Smith & Associates (CPS)
Florida
$720K -$33.1K -975 -4%
GCIM
288
Gunn & Company Investment Management
Florida
$720K +$720K +21,178 New
SIC
289
Samalin Investment Counsel
New York
$718K +$92.8K +2,727 +15%
MWC
290
MBM Wealth Consultants
Missouri
$715K
SW
291
SVB Wealth
Massachusetts
$714K +$510 +15 +0.1%
Bessemer Group
292
Bessemer Group
New Jersey
$708K
IWM
293
IHT Wealth Management
Illinois
$701K +$3.06K +90 +0.4%
KeyBank National Association
294
KeyBank National Association
Ohio
$698K
BCA
295
Bay Colony Advisors
Massachusetts
$687K +$179K +5,273 +35%
RCAG
296
Rehmann Capital Advisory Group
Michigan
$656K -$105K -3,092 -14%
DWT
297
Dorsey & Whitney Trust
South Dakota
$652K
ANB
298
Amarillo National Bank
Texas
$649K
RWM
299
Revisor Wealth Management
Ohio
$618K +$75.6K +2,221 +14%
B
300
Bailard
California
$614K -$34K -1,000 -5%