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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 %
WWM
376
Western Wealth Management
Colorado
$350K
KF
377
Krilogy Financial
Missouri
$350K +$241 +7 +0.1%
PNC Financial Services Group
378
PNC Financial Services Group
Pennsylvania
$345K -$50.4K -1,460 -13%
IF
379
Ironwood Financial
Arizona
$342K
AFAS
380
Acorn Financial Advisory Services
Virginia
$341K
CFS
381
CRA Financial Services
New Jersey
$339K
T
382
TNF
Montana
$335K
RCM
383
RB Capital Management
Nevada
$334K
SW
384
SteelPeak Wealth
California
$333K +$333K +9,651 New
GI
385
Gradient Investments
Minnesota
$325K
HI
386
Harbour Investments
Wisconsin
$316K +$138 +4 +0%
IC
387
IEQ Capital
California
$310K
GD
388
Grandfield & Dodd
New York
$305K -$39.2K -1,136 -11%
GA
389
Goldstein Advisors
Wisconsin
$304K
Betterment LLC
390
Betterment LLC
New York
$302K +$56K +1,625 +23%
SAM
391
Summit Asset Management
Tennessee
$300K +$1.52K +44 +0.5%
WCM
392
Wealthcare Capital Management
Virginia
$299K +$8.8K +255 +3%
RA
393
RFG Advisory
Alabama
$298K +$1.45K +42 +0.5%
VCM
394
Vivaldi Capital Management
Illinois
$295K +$552 +16 +0.2%
CSIC
395
Clifford Swan Investment Counsel
California
$295K
TA
396
Tiedemann Advisors
New York
$294K
NOI
397
Newton One Investments
Delaware
$292K
FMWA
398
Forvis Mazars Wealth Advisors
Missouri
$267K
TNBTD
399
Trustmark National Bank Trust Department
Mississippi
$266K
PPW
400
Pasadena Private Wealth
California
$264K