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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 %
CG
326
Caprock Group
Idaho
$722K +$134K +3,407 +23%
PCA
327
Prosperity Capital Advisors
Ohio
$713K -$50.1K -1,275 -7%
RTL
328
Red Tortoise LLC
Georgia
$701K
CWM
329
Cherrydale Wealth Management
New Jersey
$701K -$69.5K -1,770 -9%
PWLP
330
Prio Wealth Limited Partnership
Massachusetts
$699K
Fisher Asset Management
331
Fisher Asset Management
Washington
$696K +$696K +17,726 New
FWP
332
Falcon Wealth Planning
California
$693K -$14.8K -376 -2%
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$693K -$380K -9,665 -35%
PMFA
334
Plante Moran Financial Advisors
Michigan
$687K
KFI
335
Key Financial Inc
Pennsylvania
$681K
B
336
Bailard
California
$675K -$27.8K -707 -4%
NFP
337
Narus Financial Partners
Utah
$674K +$5.34K +136 +0.8%
SVWAG
338
Sound View Wealth Advisors Group
Georgia
$674K
DWM
339
Dakota Wealth Management
Florida
$668K
GVAG
340
Great Valley Advisor Group
Delaware
$665K
RK
341
Rather & Kittrell
Tennessee
$665K
DADC
342
D.A. Davidson & Co
Montana
$658K
LWM
343
Liberty Wealth Management
California
$640K -$457K -11,650 -42%
AWM
344
AE Wealth Management
Kansas
$634K +$302K +7,701 +91%
WA
345
Waverly Advisors
Alabama
$623K +$78.5K +1,999 +14%
PAS
346
Park Avenue Securities
New York
$618K
WFA
347
WestHill Financial Advisors
California
$618K
CAM
348
Clark Asset Management
New Hampshire
$617K
MPW
349
Monterey Private Wealth
California
$614K +$2.12K +54 +0.3%
DOA
350
D'Orazio & Associates
Virginia
$614K