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Dimensional US Marketwide Value ETF

601 hedge funds and large institutions have $9.95B invested in Dimensional US Marketwide Value ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 191 increasing their positions, 197 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+15
Holders Change %
+2.56%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
1.22%
New
42
Increased
191
Reduced
197
Closed
20
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
351
WestHill Financial Advisors
California
$656K
CAM
352
Clark Asset Management
New Hampshire
$655K
MPW
353
Monterey Private Wealth
California
$654K +$2.09K +50 +0.3%
DOA
354
D'Orazio & Associates
Virginia
$652K
PTC
355
Private Trust Company
Ohio
$643K
LWL
356
Leo Wealth LLC
Texas
$640K +$2.71K +65 +0.4%
VCP
357
Vista Capital Partners
Oregon
$637K
SA
358
Sanctuary Advisors
Indiana
$634K +$634K +14,386 New
BCM
359
Brookstone Capital Management
Illinois
$629K +$51.3K +1,230 +9%
USCWA
360
U.S. Capital Wealth Advisors
Texas
$624K
KCM
361
Kathmere Capital Management
Pennsylvania
$621K +$83 +2 +0%
CIA
362
Capital Investment Advisors
Georgia
$618K
TFA
363
TPG Financial Advisors
Oregon
$615K
TC
364
TownSquare Capital
Utah
$613K -$7.96K -191 -1%
Citadel Advisors
365
Citadel Advisors
Florida
$612K +$612K +14,673 New
BAM
366
Belpointe Asset Management
Nevada
$608K
FCA
367
Fortis Capital Advisors
Kansas
$608K
MWA
368
Midland Wealth Advisors
Illinois
$602K -$11.9K -285 -2%
G
369
GenTrust
Florida
$601K
OFG
370
Oxford Financial Group
Indiana
$597K
KC
371
Kingfisher Capital
North Carolina
$594K +$290K +6,968 +96%
P
372
&Partners
Tennessee
$583K +$583K +13,987 New
CTC
373
Central Trust Company
Missouri
$578K
CFO
374
Collective Family Office
Pennsylvania
$578K
CB
375
Cadence Bank
Mississippi
$577K