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Dimensional US Marketwide Value ETF

564 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
351
Vista Capital Partners
Oregon
$625K
MWA
352
Midland Wealth Advisors
Illinois
$624K -$2.58K -63 -0.4%
LWL
353
Leo Wealth LLC
Texas
$623K +$2.25K +55 +0.4%
USCWA
354
U.S. Capital Wealth Advisors
Texas
$618K -$64.9K -1,586 -9%
CG
355
Caprock Group
Idaho
$612K +$5.73K +140 +0.9%
CIA
356
Capital Investment Advisors
Georgia
$607K
CWM
357
Castle Wealth Management
Florida
$590K
G
358
GenTrust
Florida
$590K
OFG
359
Oxford Financial Group
Indiana
$586K
CTC
360
Central Trust Company
Missouri
$576K
CB
361
Cadence Bank
Mississippi
$574K -$15.5K -378 -3%
WA
362
Waverly Advisors
Alabama
$568K +$2.05K +50 +0.4%
CFO
363
Collective Family Office
Pennsylvania
$567K
BCM
364
Brookstone Capital Management
Illinois
$566K +$63.4K +1,549 +13%
FWA
365
FSM Wealth Advisors
Ohio
$554K -$13.5K -330 -2%
QCM
366
Quantinno Capital Management
New York
$548K +$6.51K +159 +1%
CFFP
367
Center for Financial Planning
Michigan
$541K
SPA
368
Shore Point Advisors
New Jersey
$540K +$70K +1,711 +15%
AFA
369
American Financial Advisors
Georgia
$536K +$941 +23 +0.2%
Franklin Resources
370
Franklin Resources
California
$532K +$1.88K +46 +0.4%
VWA
371
VERITY Wealth Advisors
United States
$522K
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$506K +$144K +3,510 +40%
FWM
373
Fortress Wealth Management
California
$505K +$3.4K +83 +0.7%
KCM
374
KM Capital Management
Texas
$492K -$15.9K -389 -3%
BPWM
375
Badgley Phelps Wealth Managers
Washington
$482K +$187K +4,562 +63%