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Dimensional US Marketwide Value ETF

492 hedge funds and large institutions have $6.48B invested in Dimensional US Marketwide Value ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.76%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
1.28%
New
26
Increased
161
Reduced
165
Closed
18
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
351
Center for Financial Planning
Michigan
$456K
AFA
352
American Financial Advisors
Georgia
$452K +$1.1K +32 +0.2%
Franklin Resources
353
Franklin Resources
California
$443K +$2.24K +65 +0.5%
VWA
354
VERITY Wealth Advisors
United States
$441K
LNC
355
Lincoln National Corp
Pennsylvania
$437K -$33.2K -963 -7%
W
356
WealthOne
New York
$423K -$311K -9,028 -42%
FWM
357
Fortress Wealth Management
California
$422K +$621 +18 +0.1%
OC
358
Oakworth Capital
Alabama
$421K
NA
359
NewEdge Advisors
Louisiana
$421K +$283K +8,202 +205%
CT
360
Colonial Trust
South Carolina
$420K -$17.6K -510 -4%
TRCT
361
Tower Research Capital (TRC)
New York
$420K +$146K +4,223 +53%
Janney Montgomery Scott
362
Janney Montgomery Scott
Pennsylvania
$409K
HCP
363
Holt Capital Partners
Texas
$394K
HCM
364
Hollencrest Capital Management
California
$391K
BCM
365
Brookstone Capital Management
Illinois
$391K
NGA
366
Naples Global Advisors
Florida
$384K +$1.93K +56 +0.5%
CFO
367
CVA Family Office
Colorado
$381K +$1.93K +56 +0.5%
LCM
368
Liberty Capital Management
Michigan
$371K +$371K +10,742 New
QCM
369
Quantinno Capital Management
New York
$366K +$366K +10,614 New
SPA
370
Shore Point Advisors
New Jersey
$365K +$3.45K +100 +1%
GWM
371
GDS Wealth Management
Texas
$362K -$1.42K -41 -0.4%
NCM
372
NCM Capital Management
New Jersey
$361K
CSI
373
Cross Staff Investments
New York
$358K
SFS
374
Strategic Financial Services
New York
$354K
KC
375
Kades & Cheifetz
Pennsylvania
$352K