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Dimensional US Marketwide Value ETF
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Overview Fund Activity

395 hedge funds and large institutions have $4.48B invested in Dimensional US Marketwide Value ETF in 2022 Q2 according to their latest regulatory filings, with 392 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+392
Holders Change %
+13,066.67%
% of All Funds
6.68%
Holding in Top 10
71
Holding in Top 10 Change
+71
Holding in Top 10 Change %
%
% of All Funds
1.2%
New
392
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$447M
2
SC
2
Savant Capital
Illinois
$261M
3
BDF
3
Balasa Dinverno & Foltz
$242M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PL
5
Plancorp LLC
Missouri
$222M

Top Sellers

1
GC
1
Garde Capital
Washington
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
351
Ritter Daniher Financial Advisory
Ohio
$108K +$108K +3,425 New
PCFFS
352
Pacific Center for Financial Services
California
$90K +$90K +2,842 New
S
353
Surevest
California
$90K +$90K +2,853 New
BSWA
354
Bromfield Sneider Wealth Advisors
Massachusetts
$89K +$89K +2,820 New
ADL
355
Asset Dedication LLC
California
$84K +$84K +2,661 New
SN
356
Sittner & Nelson
Oregon
$81K +$81K +2,565 New
ACA
357
Aptus Capital Advisors
Alabama
$79K +$79K +2,487 New
GWANC
358
Guardian Wealth Advisors (North Carolina)
North Carolina
$79K +$79K +2,487 New
BWM
359
BerganKDV Wealth Management
Minnesota
$71K +$71K +2,239 New
EWM
360
Evermay Wealth Management
Virginia
$70K +$70K +2,216 New
APA
361
American Portfolios Advisors
New York
$65.4K +$65.4K +2,069 New
EBA
362
Eagle Bay Advisors
New York
$65K +$65K +2,057 New
MCM
363
MV Capital Management
Maryland
$59K +$59K +1,867 New
DSC
364
Duncker Streett & Co
Missouri
$54K +$54K +1,709 New
AWM
365
Avior Wealth Management
Nebraska
$54K +$54K +1,727 New
SC
366
Steph & Co
Wisconsin
$52K +$52K +1,658 New
TIM
367
Tortoise Investment Management
New York
$51K +$51K +1,608 New
CI
368
CX Institutional
Indiana
$49K +$49K +1,559 New
TCWM
369
Total Clarity Wealth Management
Illinois
$48K +$48K +1,527 New
RIM
370
Rockbridge Investment Management
New York
$46.6K +$46.6K +1,474 New
FMP
371
Financial Management Professionals
Texas
$46K +$46K +1,459 New
CMP
372
Coston McIsaac & Partners
Maine
$43K +$43K +1,363 New
ME
373
McIlrath & Eck
Washington
$41K +$41K +1,285 New
GG
374
Gleason Group
Kentucky
$39K +$39K +1,227 New
CWC
375
Carolinas Wealth Consulting
North Carolina
$38K +$38K +1,195 New
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