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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 %
LWM
301
Liberty Wealth Management
California
$609K +$609K +18,178 New
FWP
302
Falcon Wealth Planning
California
$603K +$636 +19 +0.1%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$602K -$31.7K -948 -5%
SPC
304
Sigma Planning Corp
Michigan
$601K +$135K +4,018 +29%
APP
305
Avantax Planning Partners
Iowa
$598K
PWLP
306
Prio Wealth Limited Partnership
Massachusetts
$596K
WCA
307
Waypoint Capital Advisors
Minnesota
$593K +$593K +17,719 New
NFP
308
Narus Financial Partners
Utah
$593K
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$585K +$45.3K +1,353 +8%
DWA
310
Delap Wealth Advisory
Oregon
$584K -$15.5K -464 -3%
SIC
311
Samalin Investment Counsel
New York
$582K +$62.8K +1,877 +12%
TB
312
Treynor Bancshares
Iowa
$582K +$2.68K +80 +0.5%
KFI
313
Key Financial Inc
Pennsylvania
$581K
SVWAG
314
Sound View Wealth Advisors Group
Georgia
$575K
USCWA
315
U.S. Capital Wealth Advisors
Texas
$570K -$24.9K -743 -4%
DWM
316
Dakota Wealth Management
Florida
$569K
RK
317
Rather & Kittrell
Tennessee
$567K
DOA
318
D'Orazio & Associates
Virginia
$566K
AWM
319
AE Wealth Management
Kansas
$559K +$4.39K +131 +0.8%
WFA
320
WestHill Financial Advisors
California
$558K -$31.4K -939 -5%
MAC
321
Mason & Associates (California)
California
$558K
FOA
322
Five Oceans Advisors
California
$546K +$27.7K +827 +5%
WAM
323
Weinberger Asset Management
California
$538K +$279K +8,345 +108%
RWM
324
Revisor Wealth Management
Ohio
$534K +$534K +15,956 New
PAS
325
Park Avenue Securities
New York
$530K -$2.08K -62 -0.4%