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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 %
CWM
326
Curi Wealth Management
North Carolina
$519K -$381K -11,207 -42%
CIA
327
Capital Investment Advisors
Georgia
$505K
CG
328
Caprock Group
Idaho
$502K -$203K -5,972 -29%
IA
329
IFG Advisors
Missouri
$499K +$46.9K +1,378 +10%
CWM
330
Castle Wealth Management
Florida
$491K -$11.2K -330 -2%
G
331
GenTrust
Florida
$491K
CB
332
Cadence Bank
Mississippi
$490K
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$489K +$3.47K +102 +0.7%
OFG
334
Oxford Financial Group
Indiana
$488K
Baird Financial Group
335
Baird Financial Group
Wisconsin
$480K -$52.9K -1,555 -10%
BWM
336
Baystate Wealth Management
Massachusetts
$480K +$466K +13,701 +3,434%
CTC
337
Central Trust Company
Missouri
$479K
NA
338
NewEdge Advisors
Louisiana
$479K +$63.4K +1,864 +15%
FWA
339
FSM Wealth Advisors
Ohio
$472K -$13.6K -401 -3%
CFO
340
Collective Family Office
Pennsylvania
$472K
WA
341
Waverly Advisors
Alabama
$469K +$2.38K +70 +0.5%
FWTB
342
First Western Trust Bank
Colorado
$457K -$17.2K -506 -4%
SPIA
343
Steward Partners Investment Advisory
New York
$450K +$341K +10,035 +314%
CFFP
344
Center for Financial Planning
Michigan
$450K
AFA
345
American Financial Advisors
Georgia
$445K -$850 -25 -0.2%
Franklin Resources
346
Franklin Resources
California
$439K +$2.25K +66 +0.5%
VWA
347
VERITY Wealth Advisors
United States
$435K
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
$423K -$208K -6,117 -33%
KCM
349
KM Capital Management
Texas
$421K -$234K -6,876 -36%
FWM
350
Fortress Wealth Management
California
$417K +$646 +19 +0.2%