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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 %
CPFP
326
Clear Perspectives Financial Planning
Ohio
$527K -$1.04K -31 -0.2%
VWA
327
V Wealth Advisors
Kansas
$518K
MPW
328
Monterey Private Wealth
California
$515K +$1.77K +53 +0.3%
VCP
329
Vista Capital Partners
Oregon
$511K
CCMG
330
Clark Capital Management Group
Pennsylvania
$502K -$84.4K -2,520 -14%
LB
331
Leo Brokerage
Texas
$501K +$501K +14,961 New
CIA
332
Capital Investment Advisors
Georgia
$497K
CA
333
Clearstead Advisors
Ohio
$496K +$49.4K +1,474 +11%
CWM
334
Castle Wealth Management
Florida
$494K
G
335
GenTrust
Florida
$483K +$483K +14,422 New
CB
336
Cadence Bank
Mississippi
$482K -$17.3K -517 -3%
OFG
337
Oxford Financial Group
Indiana
$480K
FWA
338
FSM Wealth Advisors
Ohio
$478K
CTC
339
Central Trust Company
Missouri
$471K
SMWM
340
Silvia McColl Wealth Management
California
$471K +$2.14K +64 +0.5%
BCA
341
Bay Colony Advisors
Massachusetts
$467K +$32.6K +985 +8%
CFO
342
Collective Family Office
Pennsylvania
$464K
LNC
343
Lincoln National Corp
Pennsylvania
$456K -$17.7K -530 -4%
WA
344
Waverly Advisors
Alabama
$456K +$2.08K +62 +0.5%
CAM
345
Cozad Asset Management
Illinois
$456K -$1.44K -43 -0.3%
IA
346
IFG Advisors
Missouri
$444K -$11.3K -338 -2%
CFFP
347
Center for Financial Planning
Michigan
$442K
AFA
348
American Financial Advisors
Georgia
$437K +$937 +28 +0.2%
VWA
349
VERITY Wealth Advisors
United States
$428K
Franklin Resources
350
Franklin Resources
California
$428K +$1.94K +58 +0.5%