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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 %
W
351
WealthOne
New York
$417K
OC
352
Oakworth Capital
Alabama
$416K
Renaissance Technologies
353
Renaissance Technologies
New York
$412K -$375K -11,000 -48%
LNC
354
Lincoln National Corp
Pennsylvania
$405K -$25.7K -756 -6%
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$403K
HCP
356
Holt Capital Partners
Texas
$388K
CAM
357
Cozad Asset Management
Illinois
$387K -$76.2K -2,241 -16%
HCM
358
Hollencrest Capital Management
California
$386K
RFM
359
Royal Fund Management
Florida
$384K +$384K +11,292 New
BCM
360
Brookstone Capital Management
Illinois
$381K
NGA
361
Naples Global Advisors
Florida
$381K +$1.94K +57 +0.5%
CFO
362
CVA Family Office
Colorado
$378K +$1.94K +57 +0.5%
CT
363
Colonial Trust
South Carolina
$375K -$39.5K -1,162 -10%
LCM
364
Liberty Capital Management
Michigan
$365K
SPA
365
Shore Point Advisors
New Jersey
$363K +$3.16K +93 +0.9%
GWM
366
GDS Wealth Management
Texas
$357K
NCM
367
NCM Capital Management
New Jersey
$356K
Betterment LLC
368
Betterment LLC
New York
$355K +$56.7K +1,664 +19%
CSI
369
Cross Staff Investments
New York
$354K
KC
370
Kades & Cheifetz
Pennsylvania
$349K +$1.8K +53 +0.5%
WWM
371
Western Wealth Management
Colorado
$346K
SFS
372
Strategic Financial Services
New York
$338K
AFAS
373
Acorn Financial Advisory Services
Virginia
$337K
CFS
374
CRA Financial Services
New Jersey
$334K
IF
375
Ironwood Financial
Arizona
$334K -$3.4K -100 -1%