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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 %
SPC
326
Sigma Planning Corp
Michigan
$467K +$132K +3,933 +39%
CFO
327
Collective Family Office
Pennsylvania
$464K
CAM
328
Cozad Asset Management
Illinois
$457K +$190K +5,678 +71%
IA
329
IFG Advisors
Missouri
$456K -$12.8K -382 -3%
WA
330
Waverly Advisors
Alabama
$454K +$1.81K +54 +0.4%
CA
331
Clearstead Advisors
Ohio
$447K
CFFP
332
Center for Financial Planning
Michigan
$442K
BCA
333
Bay Colony Advisors
Massachusetts
$439K +$18.2K +544 +4%
AFA
334
American Financial Advisors
Georgia
$436K +$837 +25 +0.2%
LWM
335
LJI Wealth Management
Indiana
$428K +$428K +12,787 New
VWA
336
VERITY Wealth Advisors
United States
$428K
Franklin Resources
337
Franklin Resources
California
$426K +$1.67K +50 +0.4%
CT
338
Colonial Trust
South Carolina
$425K +$3.21K +96 +0.8%
BAM
339
Baldrige Asset Management
Pennsylvania
$414K
FWM
340
Fortress Wealth Management
California
$409K +$469 +14 +0.1%
DWT
341
Dorsey & Whitney Trust
South Dakota
$402K -$7.8K -233 -2%
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$396K -$99.9K -2,986 -20%
BCM
343
Brookstone Capital Management
Illinois
$392K
HCP
344
Holt Capital Partners
Texas
$382K
HCM
345
Hollencrest Capital Management
California
$380K
CA
346
Cetera Advisors
Colorado
$379K +$14.4K +429 +4%
RF
347
Resolute Financial
Massachusetts
$370K +$1.07K +32 +0.3%
NGA
348
Naples Global Advisors
Florida
$369K +$1.47K +44 +0.4%
CFO
349
CVA Family Office
Colorado
$366K +$1.47K +44 +0.4%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$357K