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Dimensional US Marketwide Value ETF

586 hedge funds and large institutions have $8.93B invested in Dimensional US Marketwide Value ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 197 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
8.52%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
1.28%
New
51
Increased
190
Reduced
197
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
301
Susquehanna International Group
Pennsylvania
$894K -$3.35M -85,341 -79%
SWM
302
Seaside Wealth Management
California
$889K +$1.57K +40 +0.2%
SWG
303
Summit Wealth Group
Vermont
$879K +$879K +22,386 New
MSF
304
Mustard Seed Financial
Arkansas
$872K -$19.2K -489 -2%
AFGAS
305
Allegiance Financial Group Advisory Services
Virginia
$869K +$1.06K +27 +0.1%
CB
306
Commerce Bank
Missouri
$859K -$2.36K -60 -0.3%
D.E. Shaw & Co
307
D.E. Shaw & Co
New York
$857K +$857K +21,814 New
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$834K +$210K +5,349 +34%
BWP
309
Balboa Wealth Partners
Arizona
$834K -$52.6K -1,339 -6%
MWC
310
MBM Wealth Consultants
Missouri
$834K
RB
311
Renasant Bank
Mississippi
$827K
SW
312
SVB Wealth
Massachusetts
$825K +$550 +14 +0.1%
CCWA
313
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$824K -$3.1K -79 -0.4%
RCAG
314
Rehmann Capital Advisory Group
Michigan
$822K +$26.1K +665 +3%
IWM
315
IHT Wealth Management
Illinois
$817K +$3.14K +80 +0.4%
DWT
316
Dorsey & Whitney Trust
South Dakota
$812K +$59.5K +1,514 +8%
KeyBank National Association
317
KeyBank National Association
Ohio
$811K
GCIM
318
Gunn & Company Investment Management
Florida
$808K -$17.7K -450 -2%
CPSAC
319
Chas P. Smith & Associates (CPS)
Florida
$808K -$17.7K -450 -2%
AWA
320
Arbor Wealth Advisors
Michigan
$807K -$149K -3,800 -16%
PFP
321
Pinnacle Financial Partners
Tennessee
$801K
ANB
322
Amarillo National Bank
Texas
$749K
FCI
323
Financial Counselors Inc
Kansas
$749K +$25.4K +647 +4%
S
324
SignatureFD
Georgia
$746K
AWS
325
Atria Wealth Solutions
New York
$746K -$4.6K -117 -0.6%