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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 %
RCM
376
RB Capital Management
Nevada
$329K
SW
377
SteelPeak Wealth
California
$328K
QCM
378
QRG Capital Management
Illinois
$327K +$327K +9,616 New
T
379
TNF
Montana
$323K
GI
380
Gradient Investments
Minnesota
$321K
HI
381
Harbour Investments
Wisconsin
$311K +$136 +4 +0%
IC
382
IEQ Capital
California
$306K
GA
383
Goldstein Advisors
Wisconsin
$300K
TA
384
Tiedemann Advisors
New York
$300K +$9.73K +286 +3%
SAM
385
Summit Asset Management
Tennessee
$297K +$1.53K +45 +0.5%
WCM
386
Wealthcare Capital Management
Virginia
$296K +$1.12K +33 +0.4%
RA
387
RFG Advisory
Alabama
$296K +$1.46K +43 +0.5%
GD
388
Grandfield & Dodd
New York
$294K -$6.8K -200 -2%
VCM
389
Vivaldi Capital Management
Illinois
$292K +$578 +17 +0.2%
CSIC
390
Clifford Swan Investment Counsel
California
$290K
MOS
391
MGO One Seven
Ohio
$290K +$47.1K +1,384 +19%
NOI
392
Newton One Investments
Delaware
$288K
CP
393
Coho Partners
Pennsylvania
$287K +$287K +8,444 New
AAS
394
Ameritas Advisory Services
Nebraska
$287K +$287K +8,498 New
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$279K -$204K -6,002 -42%
RJT
396
Raymond James Trust
Florida
$279K +$19.7K +580 +8%
BOC
397
Bull Oak Capital
California
$270K +$270K +7,941 New
TNBTD
398
Trustmark National Bank Trust Department
Mississippi
$262K
PPW
399
Pasadena Private Wealth
California
$260K
Neuberger Berman Group
400
Neuberger Berman Group
New York
$259K