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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 %
CT
351
Colonial Trust
South Carolina
$425K
SS
352
Simplicity Solutions
Minnesota
$421K +$421K +12,561 New
BAM
353
Baldrige Asset Management
Pennsylvania
$414K
FWM
354
Fortress Wealth Management
California
$409K +$569 +17 +0.1%
OC
355
Oakworth Capital
Alabama
$409K +$194K +5,803 +91%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$396K
BCM
357
Brookstone Capital Management
Illinois
$389K
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$384K -$2.65M -79,110 -87%
HCP
359
Holt Capital Partners
Texas
$382K
HCM
360
Hollencrest Capital Management
California
$380K
NGA
361
Naples Global Advisors
Florida
$371K +$1.67K +50 +0.5%
CFO
362
CVA Family Office
Colorado
$368K +$1.64K +49 +0.4%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$357K
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$355K
GWM
365
GDS Wealth Management
Texas
$352K +$68.5K +2,045 +24%
SPA
366
Shore Point Advisors
New Jersey
$351K +$135K +4,040 +63%
NCM
367
NCM Capital Management
New Jersey
$350K
CSI
368
Cross Staff Investments
New York
$348K
FCI
369
Financial Counselors Inc
Kansas
$346K
KC
370
Kades & Cheifetz
Pennsylvania
$342K
WWM
371
Western Wealth Management
Colorado
$340K
KF
372
Krilogy Financial
Missouri
$339K +$26.9K +803 +9%
GD
373
Grandfield & Dodd
New York
$334K -$20.8K -622 -6%
SFS
374
Strategic Financial Services
New York
$333K
IF
375
Ironwood Financial
Arizona
$332K