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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 %
AFAS
376
Acorn Financial Advisory Services
Virginia
$331K -$285K -8,520 -46%
CFS
377
CRA Financial Services
New Jersey
$329K +$51.9K +1,550 +19%
AMC
378
Asset Management Corp
Illinois
$328K +$20.4K +610 +7%
T
379
TNF
Montana
$328K
RCM
380
RB Capital Management
Nevada
$324K
EA
381
Efficient Advisors
Ohio
$324K +$19.2K +573 +6%
GI
382
Gradient Investments
Minnesota
$316K
CA
383
Cetera Advisors
Colorado
$310K -$68.9K -2,058 -18%
HI
384
Harbour Investments
Wisconsin
$306K +$100 +3 +0%
IC
385
IEQ Capital
California
$301K
GA
386
Goldstein Advisors
Wisconsin
$295K
SAM
387
Summit Asset Management
Tennessee
$290K +$1.31K +39 +0.5%
RA
388
RFG Advisory
Alabama
$288K +$9.94K +297 +4%
VCM
389
Vivaldi Capital Management
Illinois
$286K +$502 +15 +0.2%
CSIC
390
Clifford Swan Investment Counsel
California
$286K
TA
391
Tiedemann Advisors
New York
$286K
NOI
392
Newton One Investments
Delaware
$283K -$37.8K -1,130 -12%
WCM
393
Wealthcare Capital Management
Virginia
$282K -$6.96K -208 -2%
OSAM
394
O'Shaughnessy Asset Management
Connecticut
$274K +$4.45K +133 +2%
TRCT
395
Tower Research Capital (TRC)
New York
$266K +$266K +7,955 New
FMWA
396
Forvis Mazars Wealth Advisors
Missouri
$259K -$12.1K -360 -4%
TNBTD
397
Trustmark National Bank Trust Department
Mississippi
$258K
PPW
398
Pasadena Private Wealth
California
$256K +$1.17K +35 +0.5%
Kovitz Investment Group Partners
399
Kovitz Investment Group Partners
Illinois
$254K -$12.7K -379 -5%
LIM
400
Leavell Investment Management
Alabama
$251K